Cotswold Financial Planning Ltd

Independent Financial Adviser 10a Astley House, Cromwell Park,, Banbury Road, Chipping Norton, Oxfordshire, OX7 5SR
FCA verified
8th October 2018
We specialise in helping clients, both approaching & in retirement, to save tax & create sound financial plans.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Self employed
    • Ethical investments
    • Investing for income
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Commercial mortgages
    • Corporate pension
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Carolyn Sampson DipPFS
Financial Planner
Where to find us

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

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.

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

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