Working with Referrers
It is not just about working with the client, it is also about us working collaboratively with professional firms to complement our service during those key milestones clients face.
Working collaboratively for our clients
We have a strong track record of forming strong working relationships with lawyers, accountants and other professional service firms. We take the time to get to know the people we work with, we like to understand their requirements in order to maximise the potential of the clients overall wealth plan.
As one team
We work with likeminded professional firms who can offer a level of service that always puts the needs of the client first. We understand that our clients financials can be complex so we always looks at ways in which our services can be integrated so clients have readily available to them a combined offering.
Areas of Expertise
Our wealth expertise spans across the following areas:
We understand that this is a sensitive time for clients. From experience we find that many of our clients who have had a sudden influx of cash have not needed specialist advice before on an individual basis. Be assured that our team of experts are on hand to make the process as easy as possible.
We take the time to get to know our clients, avoid jargon to over complicate things and offer a service that meets the needs and objectives of our clients.
- Court of Protection
Here at Cowgills, we take the time to listen to clients to get a deeper understanding of their situation to help us determine the best course of action. We have the skills and expertise to help clients plan for the future.
We work collaboratively to ensure the wellbeing of the client. Reassurance is part of what we do and we will also always make sure that this is reflected in the service we provide. Many of our clients have benefitted from our cash flow modelling service. With regular reviews of our recommendations, we’re always aware of changes clients may face and adapt their plan in the best way to meet their long-term objectives.
We have helped many generational family businesses over the years, we know them and we know their companies which is paramount if we are to provide a bespoke service to meet their needs. We look after family businesses who are wanting to put in place a succession plan or simply want to look at tax efficient ways of passing wealth down to the next generation.
The Financial Conduct Authority does not regulate inheritance tax planning, tax advice, estate planning or cash flow modelling.
Come and See us
We would be delighted
to hear from you.
Meet the team
Chartered Financial Planner
Chartered Financial Planner
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