Through understanding your business and its needs and objectives we are able to offer advice and assistance to ensure both directors and employees are well protected and the foundation are laid for your business and staff to prosper.
MoreIt’s not just where you invest your money, it is about us getting to know you; your current situation, your future plans and objectives. We find the right investment strategy for you to meet your expectations.
MoreLooking for a bespoke wealth plan that aims to deliver on your personal and financial goals, both now and in the future. We can help you find and put in the place the right solutions for you.
MoreWe look to complement the service our clients receive during business opportunities and life’s milestones by working together with a number of professional partners.
MoreNews & Insight
Wealth Management
How to protect your business if the unforeseen happens
Wealth Management
Retirement resilience – taking the reins and having more control over your pension pot
Wealth Management
Cashing out pension changes – What should you consider
Wealth Management
Your investment must be right for you
Tax
Proposed changes to IHT rules
Wealth Management
Choppy waters, not full on gale
Wealth Management
Goldilocks economy – How to prepare your portfolio for inflation
Wealth Management
Planning for retirement – how cash flow modelling can help
Wealth Management
Protecting what matters – those dearest to us, and those financially dependent upon us
Wealth Management
How cash flow modelling can help in divorce
Cowgills Wealth is a trading style of Cowgills Wealth Limited which is authorised and regulated by the Financial Conduct Authority: 631878, a private limited company registered in England and Wales with registration number 9156218 at Regency House, 45-53 Chorley New Road, Bolton, BL1 4QR.
Cowgills Wealth is a trading style of Cowgills Wealth (Yorkshire) Ltd which is authorised and regulated by the Financial Conduct Authority: 494370, a private limited company registered in England and Wales with registered number 6766291 at Regency House, 45-53 Chorley New Road, Bolton, BL1 4QR.
The Financial Ombudsman Service (FOS) is an agency for arbitrating unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website www.financial-ombudsman.org.uk
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