Welcome to Cotswold Financial Solutions
We are an established company based in the Cotswolds offering valued and trusted face-to-face and virtual financial planning and mortgage advice to individuals, families and businesses.
Your home may be repossessed if you do not keep up repayments on your mortgage.
What we do
We aim to be your trusted Partner in creating clear financial solutions. The level of satisfaction may be judged by the fact that many new clients come to us as a result of personal recommendation by existing clients.
In addition to the experience and expertise provided by members of the St. James's Place Partnership, products and services from other providers have been carefully selected to complement and enhance the range of St. James's Place products on offer. We believe the providers represent the ‘best of breed’ in their respective categories and are capable of delivering the high standards you would expect.
We believe in taking a holistic approach to financial planning, as it is crucial that any steps taken in one direction do not impact in another and materially disadvantage our clients. We believe that financial planning should be seen as a foundation out of which comes success and peace of mind for the future.
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SJP Approved 06/11/2025
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
