Cowgills Wealth (Yorkshire) Limited

Independent Financial Adviser  Riverside Business Park, Ilkley, West Yorkshire, LS29 8JZ
First meeting at adviser's own cost
Bespoke advice following a thorough assessment of where you are now and how to get where you want to be.
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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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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Investment trusts
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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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Accident & sickness
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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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Payment protection 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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Corporate pension
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Employee benefits
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Group ISA
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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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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021
Meet our advisers
Mr Matthew Bromley
Director

Having achieved the IFS Level 6 Diploma in Financial Advice, advisers can go onto to achieve this recognisable benchmark of quality and ethical practice for financial services professionals, elevating financial planning and advice in the public eye to the same standing as other Chartered professions. The holder must demonstrate a combination of experience, financial qualifications, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Chartered Financial Planner
Mr Phil Hart APFS
Chartered Financial Planner
Mr Andy Heaton DipPFS
Independent Financial Planner
About us

As part of a larger Group of Business Advisers our origins stretch back almost 40 years, since when we have acted for over 10,000 clients. We have a team of highly qualified advisers providing impartial, best quality advice tailored to your own specific requirements, ensuring a strong, enduring relationship, built on trust.

Our services

Our financial planning process develops an investment framework that matches clients’ short, medium and long-term goals. Providing a financial strategy to ensure they remain on course to reach their objectives; setting realistic expectations which empower them with the confidence to ‘stay the course’ – even in the face of inevitable periods of market fluctuation. We offer a truly holistic approach which allows the consolidation of investments, pensions etc, all in one place. Our fully integrated, contemporary service is designed to manage, monitor and report on the client’s investment portfolio, facilitating a strong enduring partnership based on trust.

Where to find us
Head office address: Riverside Business Park, Leeds Road, Ilkley, West Yorkshire, LS29 8JZ
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 14th June 2021

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