annikawm

Annika Grizzell

DipPFS CII (MP)

At Cotswolds and Coast Financial Planning we build long-term relationships with clients aiming to provide financial security now, in later life and for future generations. Offering personalised advice to individuals, families and businesses, our aim is to support your financial objectives.

About

Lots of people say they're looking for financial advice, but they don't know where to start or what to look for.

The most important thing you can do, is to look for someone you can build a long-term trusting relationship with.

We are straight-forward, well-informed and relatable. We know how big some of these decisions are, and how important creating a lasting legacy for your family is for you. 

Building a highly personalised face to face relationship, you can trust us to give you the best possible advice and create a financial plan that works for you.  

The aim: to provide financial peace of mind for you and your family, both now and in the future.

If you're the kind of person that wants to control their financial future, get in touch. Let us take care of the 'later' and the 'what if' - so you can concentrate on living in the here and now.

Covering; The Cotswolds - Wiltshire, Gloucestershire, Oxfordshire and the South West UK.

Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Retirement Planning
We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.
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More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 15/03/2023

The Partner Practice 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) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.