Wealth

Wealth Planning

Building up wealth over time is one thing; preserving and enhancing that wealth for this generation and the next is quite another.

We can take care of your financial future

Wealth and financial planning takes extraordinary skills – skills the Cowgills Wealth team have in abundance. Our Independent team will make sure they understand your personal, family and business goals to develop a bespoke wealth plan to help you secure your financial future.

Our approach

Quite simply, we do things differently.

Our team is amongst the most experienced and qualified around so you can be sure we will help you to make the right decisions for you and your financial future. We take the time to fully understand your circumstances and objectives which can then enable us to provide you with impartial recommendations tailored to your needs. Regular meetings with your financial planner help to keep your plan up to date as your situation changes over time and allows us to plan for any challenges that may come your way. It is our personal approach that works for our clients.

Planning for the future

It is our aim to preserve and enhance your wealth for now and the future. At Cowgills Wealth we utilise our own resources and we have access to specialist tax team to help ensure that your affairs are structured in a tax efficient manner and that one eye is kept on ensuring they remain efficient in to the future.

As part of a wealth plan, individuals will often make use of various pension vehicles and we recognise that pensions have changed enormously in recent years, giving people greater power on how they spend, save or invest their retirement pots. We can offer expert and professional advice on a suitable scheme and strategy to help you maximise your pension.

We’ve got it covered

Our financial planners are here for all of life’s milestones and help prepare clients for any eventuality. We are always on hand to help you navigate the complexities of the wealth planning market.

Our services include:

  • Retirement planning
  • Investment planning
  • Protection planning
  • Corporate protection planning
  • Tax planning
  • Inheritance tax and estate planning

The Financial Conduct Authority does not regulate inheritance tax planning, tax advice, estate planning or cash flow modelling.

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Come and See us

We would be delighted
to hear from you.

Meet the team

Chris Harrington

Chris Harrington

Director

Chris Harrington

Director

Dawn Scott

Dawn Scott

Practice Manager

Dawn Scott

Practice Manager

Matthew Bromley

Matthew Bromley

Chartered Financial Planner

Matthew Bromley

Chartered Financial Planner

Phil Hart

Phil Hart

Chartered Financial Planner

Phil Hart

Chartered Financial Planner

Shaun Davison

Shaun Davison

Financial Planning Director

Shaun Davison

Financial Planning Director

Spencer Bennett

Spencer Bennett

Financial Planning Director

Spencer Bennett

Financial Planning Director

Stacey Cole

Stacey Cole

Client Manager

Stacey Cole

Client Manager