Michael Pimm


Position: Managing Director
Company: Cotswold Financial Planning
Location: Chipping Norton

About Michael

I started my financial services career with Guardian Royal Exchange in 1989, before joining a local IFA practice, where I spent 14 years advising mainly individuals and Company Directors. It was towards the end of this period that I realised Financial Services had to change. Clients were being sold ‘products’, however I felt a responsibility to provide an ongoing service, which could be paid for without the need for a product sale. With my clients' continued support, I introduced a fee-based proposition that enabled me to provide the service and support they deserve and have continued to grow and improve the programme ever since. This now includes technology-based solutions, offering client access to online valuations and information; and use of the award winning ‘Truth Financial Planning Software’, which is the bedrock of my financial planning ethos. During this time I have also continued adding to my accreditation, achieving the Personal Finance Society Diploma (PFS). This demonstrates a high level of expertise with specialist knowledge of financial products, including detailed analysis of information and solutions to complex financial problems. I will continue to improve the proposition for my clients and keep their best interests at the forefront of our business.

About Cotswold Financial Planning

We are a firm of Independent Financial Advisers based on the Oxfordshire / Gloucestershire border and servicing clients right across the UK. Our advisers have in excess of 60 years’ experience across a range of financial planning matters. We established the business to meet the specialist needs of our clients and reflecting the changing climate of financial services. Being independent means that we can offer advice from the whole range of products available, and that we are flexible on how we are paid. We advise on all aspects of personal financial planning, including life cover, investments and savings, pensions and retirement planning, mortgages, and inheritance tax planning. Our clients include individuals as well as small businesses. All our advisers are qualified and some hold qualifications for advising on more specialist matters, such as pensions and tax affairs.

<< Back to Oxford Members