Cotswold Financial Solutions

Financial Services • Chipping Norton, England, United Kingdom • 1-10 Employees

Company overview

Headquarters	Cromwell Park, Banbury Road, Chipping Norton, 01608690740 OX7 5SR, GB
Phone number	+4411155595
Website	cotswoldfinancialsolutions.co.uk
NAICS	52
Keywords	Bridging Finance, Wealth Management, Estate Planning, Private Medical, Mortgage Advice, Inheritance Tax Planning, Buy To Let Mortgages, Equity Release, Retierment Planning, Businees Protection
Founded	2018
Employees	1-10

Key Contact at Cotswold Financial Solutions

Julie Patterson

Director

About Cotswold Financial Solutions

At Cotswold Financial Solutions, we offer comprehensive financial planning and mortgage advice from our established office in the Cotswolds. Our commitment to exceptional service ensures that individuals, families, and businesses receive the support they need, whether through face-to-face meetings or virtual consultations. Trust us to help you navigate your financial journey with confidence. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. Some buy to let mortgages and bridging finance are not regulated by the Financial Conduct Authority Equity release is a lifetime mortgage. To understand the features and risks associated with such products, please ask for a personalised illustration Cotswold Financial Solutions Ltd is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority.) SJP Approved 05/11/2024

Cotswold Financial Solutions revenue & valuation

Annual revenue	$513,330
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$1,700,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Director

Employees by Department

Cotswold Financial Solutions has 2 employees across 2 departments.

Departments

Number of employees

Funding Data

Cotswold Financial Solutions has never raised funding before.

Cotswold Financial Solutions Tech Stack

Discover the technologies and tools that power Cotswold Financial Solutions's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Amazon Web Services

PaaS

Google Tag Manager

Tag managers

TrustArc

Cookie compliance

HSTS

Security

Open Graph

Miscellaneous

DoubleClick Floodlight

Advertising

React

JavaScript frameworks

core-js

JavaScript libraries

PWA

Miscellaneous

Google Analytics

Analytics

SDL Tridion

CMS

Frequently asked questions

Cotswold Financial Solutions is located in Chipping Norton, England, GB.

You can reach Cotswold Financial Solutions at +4411155595.

Cotswold Financial Solutions was founded in 2018, making it 8 years old. The company has established itself as a significant player in its industry over this time.

Cotswold Financial Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Cotswold Financial Solutions

Julie Patterson

Director

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