About Cotswold Wealth
Cotswold Wealth Chartered Financial Planners is a distinguished Chartered financial planning practice based in the historic Eight Bells House on Church Street in Tetbury, right in the heart of this beautiful Cotswolds market town. Led by Managing Director Jennifer Hill APFS, Certs CII (MP & ER), who holds advanced qualifications in both mainstream financial planning and specialist areas like mortgages and equity release, Cotswold Wealth has earned Chartered status – a designation held by fewer than 5% of UK advisory firms, symbolising the highest professional standards and technical excellence. As a Partner Practice of St. James's Place Wealth Management, one of the UK's leading wealth management organisations, Cotswold Wealth combines local, personalised service with the resources, investment expertise, and stability of a major national firm.
Client testimonials highlight the firm's exceptional service quality, with one client noting "Jennifer provided excellent in-person advice, she took the time to understand our needs and financial situation and clearly explained her advice." This commitment to understanding clients' unique circumstances, goals, and concerns underpins Cotswold Wealth's approach. As a St. James's Place Partner Practice, they advise solely on the St. James's Place range of wealth management products and services, which provides access to sophisticated investment solutions, comprehensive financial planning tools, and ongoing portfolio management from one of the UK's most respected wealth management brands established in 1992.
The firm specialises in wealth management, retirement solutions, investment planning, and inheritance tax planning for individuals and families across the Cotswolds. Their Chartered status and Jennifer's Cert CII (MP & ER) qualifications ensure clients receive expert guidance on complex areas like mortgage planning for retirement and equity release, in addition to mainstream wealth management. For Tetbury residents and those across the southern Cotswolds seeking a Chartered financial planning practice with local roots, the backing of a major national wealth management group, and a managing director with advanced specialist qualifications, Cotswold Wealth represents an excellent choice. Their combination of Chartered professionalism, St. James's Place resources, and genuine local service creates a compelling proposition for comprehensive wealth management in the region.
Fee Structure
Cotswold Wealth operates on a Fee-based basis.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.