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.

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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.

Working in property

Protect what’s important to you with finances and tax arrangements all working to your advantage.

Company Directors

Gain a clear vision of what’s possible with a plan that blends your professional and personal ambitions.

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.

Working in property

Protect what’s important to you with finances and tax arrangements all working to your advantage.

Company Directors

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.

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Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Clare

As a barrister, I’m self-employed. That means I need to organise my own pension. For the first few years of practice, I didn’t have one in place, but I knew it was something I knew I needed to get sorted.

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Next Story

Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Jon

I’ve known Andrew for 30-something years. He helped me out with a mortgage for the first house I bought and then subsequent houses. Over time, our relationship has developed and evolved into other areas of financial planning.

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Next Story

Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Simon

Running a busy estate agency business, I have lots of clients to look after. My head is usually full of business needs. Which means I don’t have much time when it comes to looking after my personal financial affairs.

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Next Story

Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Sarah

I left my former employer a year ago and set up with a partner in my own property business, purchasing £150M of property. When I made the move, I had three separate pensions, none of which were performing particularly well.

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Next Story

Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Clare

As a barrister, I’m self-employed. That means I need to organise my own pension. For the first few years of practice, I didn’t have one in place, but I knew it was something I knew I needed to get sorted.

Read more

Next Story

Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Jon

I’ve known Andrew for 30-something years. He helped me out with a mortgage for the first house I bought and then subsequent houses. Over time, our relationship has developed and evolved into other areas of financial planning.

Read more

Next Story

Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Simon

Running a busy estate agency business, I have lots of clients to look after. My head is usually full of business needs. Which means I don’t have much time when it comes to looking after my personal financial affairs.

Read more

Next Story

Client stories

Our clients come to us from throughout the North West and London. Most of them found us by asking a friend for a recommendation. And all of them tell us they value what we do. Come and meet them.

Meet Sarah

I left my former employer a year ago and set up with a partner in my own property business, purchasing £150M of property. When I made the move, I had three separate pensions, none of which were performing particularly well.

Read more

Next Story

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.

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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.

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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.

Booths Hall, Booths Park, Chelford Road, Knutsford, WA16 8GS hello@cobaltwealth.co.uk 01565 648240