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FINANCIAL & INVESTMENT ADVISERS

  

Cotswold Financial Planning 10a Astley House
Cromwell Park
OX7 5SR Kevin Guy
We are a firm of Independent Financial Advisers based on the Oxfordshire / Gloucestershire border, servicing clients right across the UK. Our advisers have in excess of 60 years experience across a range of financial planning matters. The business was established to meet the specialist needs of its clients, reflecting the changing climate of financial services. Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid. We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, and inheritance tax planning. Our clients include individuals as well as small businesses.  All our advisers are qualified and some hold qualifications for advising on more specialist matters such as pensions and tax affairs.

 

Wise Investment

Broadstone Grange
Broadstone Hill

OX7 5QL

Tony Yarrow

0845 8033 433

Established in Chipping Norton for ten years Wise Investment specialises in giving investment advice, especially for older people looking for a secure income.