Cotswold Financial Planning Ltd

Independent Financial Adviser  10a Astley House, Chipping Norton, Oxfordshire, OX7 5SR
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FCA authorised
Last authorised 13th September 2021
We specialise in helping clients, both approaching & in retirement, to save tax & create sound financial plans.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Meet our advisers
MRS Carolyn Sampson DipPFS
Financial Planner
About us

At Cotswold we use our experience and knowledge to make a real positive difference to people's lives. It gives us an enormous sense of achievement to take on a new client, create a retirement plan that provides clarity & confidence and save them thousands of pounds in charges and tax. We maintain regular contact and look forward to the annual reviews which gives us the chance to catch up & plan for the year ahead.

Our services

What we do really well is look after our clients. It's really important that there is a clear understanding as to what the client expects and we can deliver. Once this is in place we retain regular contact to ensure we keep on track and give the client peace of mind.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

10a Astley House, Cromwell Park,, Banbury Road, Chipping Norton, Oxfordshire, OX7 5SR

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