Our Locations

Rugby, Daventry

01788 579033

Call us today

About Cottons Wealth Management

At Cottons Wealth Management, we firmly believe that listening to and understanding your requirements allows us to build a strong working relationship. It is through this relationship that we are able to offer you the very best in carefully tailored advice.

We understand that communication is key, this means that you will always be kept informed and be confident that your financial affairs are under control. You will also have your own dedicated financial planner.

Your next step?

Get in touch with our team

We’d love to speak to you and discuss how we can help you with your finances. Our first meeting is at no cost and without any obligation. You can visit us at any of our offices or alternatively, we can visit you at a place of your choosing.

To arrange a meeting please click here and fill in the form. A member of the team will then get in touch to arrange things further.

Our History

Cottons Wealth Management has been formed as a spin off out of Cottons Chartered Accountants, who set up in 1983.

The Partners of the Firm recognised a high demand within their client base for financial services. Before setting the new Firm up, introductions were made to a variety of financial planning firms.

Although we have worked closely with the firms’ clients that they have been introduced to, our feeling has been there is another closer symmetry between many of the accounting functions and financial planning. As the world of financial planning has become more professional over the last six years in particular, with higher rated qualification levels including Chartered individuals, the Firm has become more confident in launching this venture, both for the benefit of its existing and new clients.

We have recruited highly qualified and experienced individuals to advise both existing and new clients.

Cottons Chartered Accountants and Cottons Wealth Management have made substantial investments into this new proposition and we are very excited by the new venture.