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Who We Are
Cowling Rawnsley Financial Solutions Ltd is an independent financial planning firm serving clients in Leeds, West Yorkshire and beyond. We believe in building lasting relationships with our clients and providing personalized financial advice tailored to their individual needs and aspirations.
Our Mission
Our mission is to empower our clients to make informed financial decisions by providing clear, concise, and jargon-free financial planning advice. We value open communication and collaboration, working alongside our clients to achieve their financial goals.
Our Services
We offer a comprehensive range of financial services spanning across various aspects of financial planning, including:
Pensions
- Pension planning and consolidation
- Retirement planning and saving strategies
- Guidance on state pension options
Mortgages
- Mortgage assessment and affordability analysis
- Mortgage sourcing and application support
- Guidance on securing the right mortgage product for your needs
Protection
- Review of existing insurance coverage
- Identification of potential risks and mitigation strategies
- Tailored recommendations for life insurance, critical illness cover, and income protection
Investments
- Investment portfolio review and analysis
- Tailored investment recommendations based on individual goals and risk tolerance
- Guidance on ISAs, Unit Trusts, Investment Funds, and other investment options
Inheritance
- Inheritance tax planning and mitigation strategies
- Will writing and power of attorney creation
- Guidance on inheritance planning for families and individuals
Our Commitment
Cowling Rawnsley Financial Solutions Ltd is committed to providing:
- Client-focused advice: We prioritize understanding your goals and aspirations before recommending any financial solutions.
- Transparency: We are open and honest about our fees and the potential risks associated with different options.
- Accessibility: We make ourselves readily available and provide clear explanations in accessible language.
Get Started Today
We believe financial planning should be accessible and affordable. To kickstart your journey towards achieving your financial goals, we offer a free consultation with one of our experienced financial advisors.
Contact us today to schedule a consultation and take the first step towards a secure and prosperous future.
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