Testimonials

Read some of the feedback received from clients.
I approached Jon at Cowgill Wealth Management to assess my existing pension requirements and to ascertain what options were available to me to make an additional lump sum pension contribution. Jon was excellent; incredibly knowledgeable and thoroughly discussed all the options that would be most ben...
Rob Riccio, Company Director, Bath
Having experienced the same myriad of problems that everyone seems to have with confusing and often conflicting pension advice; Cowgill Wealth Management made us stop and think about not only our pensions, but our life plans and ambitions for the future and then provided easy to understand advice to...
Bristol
We started consulting with Jon about our finances following a personal recommendation and were delighted that we did! Jon was genuinely as interested in our family, our personal circumstances and our lifestyle aspirations as much as he was about the money that we had available to invest. Jon’s in-de...
James and Charlotte Goodenough, Business Lead, Bristol