Cotswolds & Coast Financial Planning - Swindon

Cotswolds & Coast Financial Planning: Your Trusted Financial Partner

Cotswolds & Coast Financial Planning, located at Mere Cottage, 40, Latton, Swindon SN6 6DS, United Kingdom, is a financial planning firm dedicated to helping clients achieve their financial goals.

Expert Financial Planner

With a specialty in financial planning, Cotswolds & Coast Financial Planning offers expert guidance and personalized solutions tailored to each client's unique needs. Whether clients are looking to secure their retirement, invest for their future, or plan their estate, the firm's experienced financial planner, Annika W, is committed to delivering exceptional service and results.

Accessible and Accommodating

Cotswolds & Coast Financial Planning is proud to offer a wheelchair accessible entrance, parking lot, and restroom, making it easy for clients of all abilities to visit and conduct business. The restroom is also available for use, ensuring a comfortable and convenient experience for all.

Positive Reviews and High Ratings

Cotswolds & Coast Financial Planning has received numerous positive reviews from satisfied clients. With an average rating of 5/5 on Google My Business, the firm has earned a reputation for its expertise, professionalism, and commitment to client success.

"Annika has been my financial advisor for over three years now and I couldn't ask for anyone better. She makes finances fun and takes the stress out of worrying about the future. Very happy to recommend her"

Recommendation

If you're looking for a financial planner you can trust, Cotswolds & Coast Financial Planning is an excellent choice. With its convenient location, accessible facilities, and proven track record of success, the firm is dedicated to helping you achieve your financial goals. Contact Cotswolds & Coast Financial Planning today through their website at partnership.sjp.co.uk and take the first step toward financial security and success.

👍 Reviews of Cotswolds & Coast Financial Planning

Claudia U.

5/5

Annika has been my financial advisor for over three years now and I couldn't ask for anyone better. She makes finances fun and takes the stress out of worrying about the future. Very happy to recommend her!

Jaclyn C.

5/5

My husband and I first contacted Annika 12 months ago to help us do a review of our insurance policies. Since then, Annika has provided us with invaluable advice and support with all aspects of our financial planning. I have worked with several financial advisors in the past, but never have I received the support and dedication that Annika has provided us. We have now transferred all of our financial planning to Annika, including our insurance policies, our pensions, and our children's savings. Annika always takes the time and effort to make sure we understand everything, and being able to make, view and update our financial plan from now through to retirement to ensure we can sustain the lifestyle we require has been very reassuring (and incredibly interesting!) it has been great to build a relationship with her that we trust. Thank you so much!

Melanie G.

5/5

Annika is a brilliant Wealth Management Consultant. She is passionate and knowledgeable about this topic and particularly in helping women get clear with their finances. I attended one of her workshops and had several 1-2-1 sessions with her where she clearly and kindly guided me through understanding more about my current financial situation and how I can take further charge. She was friendly and patient with me, always installing confidence in my abilities to further understand and take action in this area.

Lisa N.

5/5

We met with Annika to discuss various aspects of our financial life. Annika's approach is such that we felt totally relaxed in her company, she explained everything clearly and repeatedly if we did not understand. We have come away feeling safe and secure about our future. Highly recommended!

David E.

5/5

Annika has been a really helpful guide for our young family, taking the time to come and meet us and explain policies and choose financial services. She has helped us to secure ourselves and our child against financial insecurity. We would recommend her services to everyone.

Penny T.

5/5

Annika Grizzell is very helpful. She is good for financial advice and has good contacts for all your specific financial needs. She is very thorough and is a good listener who has a good calming nature about her.
I can highly recommend her.