Company Information

Get to know Cotswold Wealth Chartered Financial Planners

Cotswold Wealth Limited is an independent financial advisory firm that holds the prestigious "Chartered Financial Planners" title from the Chartered Insurance Institute (CII). This status signifies a commitment to high ethical standards and professional development. The company focuses on building long-term relationships with its clients, offering holistic financial planning and wealth management services that cover areas such as retirement planning, investment management, and inheritance tax strategies. Their approach is tailored to individual client needs, aiming to provide clarity and confidence in financial decision-making.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Cotswold Wealth Chartered Financial Planners

United Kingdom

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Markets.com

(327 reviews)

United States

2008

(18 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.