At Cowgill Wealth Management, our philosophy is simple – to provide trusted holistic and tailored financial advice to our clients and their families. 

Growing, protecting, and preserving their wealth is our core purpose.

Covering pensions, retirement, investment planning, later life planning, inheritance tax, and every other aspect of financial planning, we are well known for our expert and professional service.

We also help business owners with tax efficient profit extraction, protection of their business as well as exit* strategy.

We work closely with other carefully selected professionals in complementary businesses such as mortgage advisers, Will services, solicitors and accountants. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. 

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.

*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.