About CotswoltechAI
Building financial confidence through practical guidance and genuine support.
How We Started
The company began in 2012 with a simple observation: most financial advice assumes too much. It assumes people already understand compound interest, that they know how to read a payslip, that budgeting is intuitive. For many, none of that is true.
Our founders came from backgrounds in accounting and education. They saw clients who were intelligent, capable people struggling with basic financial decisions—not because they lacked ability, but because nobody had ever explained the fundamentals properly.
What started as informal workshops in community centres grew into a structured advisory service. Today, we serve thousands of clients across the UK, but the core mission remains unchanged: make money management accessible to everyone, regardless of their starting point.
What Guides Our Work
These principles shape every interaction we have with clients.
Clarity Over Complexity
Financial concepts can be explained simply. We refuse to hide behind jargon or make things seem more complicated than they need to be. If you cannot understand our advice, we have failed at our job.
Progress Over Perfection
Small improvements sustained over time beat dramatic changes that fizzle out. We celebrate incremental wins and help clients build momentum rather than demanding immediate transformation.
Empathy Without Judgement
Everyone has made financial decisions they regret. Our role is to help you move forward, not to lecture about the past. We meet people where they are, not where we think they should be.
Privacy as Standard
Financial information is deeply personal. We treat every piece of data you share with the utmost confidentiality and never share client information without explicit consent.
The Team Behind the Service
A blend of financial expertise and teaching ability.
Senior Advisors
Our senior team includes qualified accountants, former bank managers, and business consultants. Each brings over a decade of hands-on financial experience. They handle complex cases and train our junior staff.
Client Advisors
The backbone of our service. These are the people most clients work with regularly. Selected for their patience, communication skills, and ability to explain concepts clearly. Many came from teaching backgrounds.
Content Team
Financial literacy requires good materials. Our content specialists create guides, worksheets, and resources that clients actually use. They translate complex topics into practical, actionable content.
Our Journey
Key moments that shaped who we are today.
Foundation
Started with community workshops in Birmingham. Twelve attendees at the first session. Word spread through local networks.
First Office
Demand justified dedicated space. Opened a small office and began offering one-on-one consultations alongside group sessions.
Business Services Launch
Expanded to serve small businesses and freelancers. Many personal clients were asking about their side projects, so we formalised the offering.
National Reach
Introduced remote consultations. Suddenly geography did not matter. Clients from Scotland to Cornwall joined our programmes.
2,000 Clients Milestone
Crossed two thousand active clients. Expanded the team to maintain quality and personal attention at scale.
Continued Growth
Now serving over 2,400 clients with a team of dedicated advisors. The core mission stays the same: make financial management accessible.
We do not believe in financial advice that requires you to live like a monk. Sustainable money management respects your quality of life while building toward your goals.
Why Work With Us
What makes our approach different from typical financial services.
No Sales Pressure
We do not sell financial products. Our only interest is helping you succeed.
Practical Resources
Worksheets, templates, and guides you can actually use in daily life.
Consistent Contact
Work with the same advisor throughout your journey. No repeating your story.
Flexible Scheduling
Sessions available evenings and weekends. Life does not pause for appointments.
Credentials and Recognition
Let Us Help You Take the Next Step
Whether you are just starting your financial journey or need help with specific challenges, we are here to support you.
Get in Touch