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Stephen Cotton

Putting clients firmly at the heart of everything I do is the foundation I have built on for many years. In our experience, no two people are the same and getting to know and understand them will enable me to design tailor-made and bespoke plans that help meet their financial goals and objectives.

About

Based in Gloucestershire, I provide wealth management advice to clients both within the county, and more widely throughout the UK.

Prior to joining the financial services industry, I spent many years in senior roles working in the Hospitality Industry. As a result of this I have a detailed insight to the requirements of business owners, both large and small and the many challenges that they face. I also understand how critical good service is and why the client is at the core of everything I do.

I advise on all aspects of corporate Wealth Management including corporate pension planning, shareholder protection, provision for succession and exit planning*, employee benefits and effective methods for drawing tax efficient profits from your business.

In addition to our corporate services I work with private clients who are looking to build, grow, protect and preserve their wealth.

Outside of my business I enjoy spending time with my family, keeping fit and in 2022 participated the Devizes to Westminster kayak race. This was my own personal “Everest”, 125 miles non-stop from Wiltshire to London, although I spent more time in the water than on it!

I am committed to ensuring that my industry knowledge remains relevant by continuing to pursue areas of personal development. This, along with my commitment to exceptional levels of client service ensures that I can offer a well-rounded, professional and personal service.

Cotton Wealth Management offers you the benefit of a single, trusted relationship to meet all your financial needs, whether you are an individual looking to grow, manage, protect or preserve your wealth, or a business owner/director looking to ensure you have the right plans in place for your company.

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

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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.

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 17/05/2022

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.