Cotswold Financial Solutions Ltd

Mortgage broker · Wimborne · incorporated 2018

  • First-time buyers
  • Self-employed
  • Later life & equity release

Contact details published by the firm

01608 690740 Visit cotswoldfinancialsolutions.co.uk

Services mentioned on its website

When we checked cotswoldfinancialsolutions.co.uk on 2026-09-13, Cotswold Financial Solutions Ltd mentioned first-time buyers, self-employed, later life & equity release. This comes from the firm's own pages, not from an assessment by us — confirm directly that it handles your situation.

Checking Cotswold Financial Solutions Ltd on the FCA Register

Its website says it is an appointed representative of St. James's Place, which takes regulatory responsibility for its advice. We haven't verified this with the FCA. Search Cotswold Financial Solutions Ltd on the FCA Register →

Questions to ask Cotswold Financial Solutions Ltd

  1. Can you recommend mortgages from the whole market, from a panel of lenders, or from a single lender?
  2. Do you charge a fee? If so, how much is it and when is it payable?
  3. What deposit will lenders realistically want for the homes I'm looking at, and which first-time buyer schemes am I eligible for?
  4. How many years of accounts or tax calculations will lenders want to see for my income?
  5. Are you qualified to advise on equity release, and how would you involve my family in the decision?

Frequently asked questions

Is Cotswold Financial Solutions Ltd authorised by the FCA?

Cotswold Financial Solutions Ltd's website describes it as an appointed representative of St. James's Place, which means that firm takes regulatory responsibility for its advice. Check both names on the Financial Services Register before taking advice.

What types of mortgage does Cotswold Financial Solutions Ltd mention?

On its own website, Cotswold Financial Solutions Ltd mentions: First-time buyers, Self-employed, Later life & equity release. Services change, so confirm directly that the firm handles your situation.

How do I contact Cotswold Financial Solutions Ltd?

Cotswold Financial Solutions Ltd's website is cotswoldfinancialsolutions.co.uk and it lists the phone number 01608 690740.

Does Cotswold Financial Solutions Ltd only work with clients in Wimborne?

Its registered office is in Wimborne, but many brokers advise by phone or video and take clients from further afield. Ask the firm which areas it covers.

General information, not advice. Mortgage Brokers List is a directory, not a broker, and nothing here is a recommendation. Contact details and services come from the firm's own website; its identity was matched by the Companies House number shown there. Is this your firm? See how to request a correction or removal.