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
A guide to keyperson protection
Wealth Management
An opportunity to reduce or reclaim IHT
Wealth Management
Environmental, social and governance (ESG) investing
Wealth Management
Income structuring in uncertain times
Wealth Management
Protecting key people in your businesses
Coronavirus
Accessing pension funds
Coronavirus
New tax year, new start
Coronavirus
Bank of England Base Rate reduction and cash as an asset going forward
Coronavirus
Investing in times of fear and volatility
Coronavirus
Best policy – stay invested even in periods of market volatility
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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