Gain a sense of calm over your financial future
As a boutique independent financial planning firm, focused on just four groups of clients, you’ll benefit from our highly personalised service and extensive experience helping people like you feel financially confident.
How we can help
We provide tailored financial planning solutions to clients in London and North West England. As experienced sector specialists, you will find that we fully understand the challenges you face as well as what's possible with your pension, protection, tax planning and investments.
Benefit from specialist advice and our support with your pensions, investments, insurance and tax planning.
Gain peace of mind and financial confidence, knowing you are on track to achieve the future you want.
Protect what’s important to you with finances and tax arrangements all working to your advantage.
Gain a clear vision of what’s possible with a plan that blends your professional and personal ambitions.
Meet Andrew
Andrew brings more than 30 years’ experience working in financial services to Cobalt Wealth.
Driven by a desire to offer clients a firm free from conflict of interest and the sales-driven culture of many large advisory firms and banks, Andrew established Cobalt Wealth in 2014.
Andrew continues to delight in providing a purposefully specialised and highly responsive type of financial planning service for clients who are pushed for time and work in demanding sectors.
How we work
We approach financial planning as a journey. Because life is a journey and it’s good to be prepared.
Click through to find out how we can help you position your finances for the journey you want to take, and how we’ll support you every step of the way.
Community
We donate 1% of our turnover to Client Earth, an environmental charity.
Client Earth uses the law to create a powerful change and a future where people and planet thrive together. We’re proud to play a small part in fuelling this change.
Contact us
Want to ask a question or book an initial meeting? We’d love to hear from you. You can reach us through any of the options below.