The Story Behind Our Mission
We believe that financial stability should not be a privilege. Everyone deserves access to clear, honest guidance about managing money.
How We Started
CotswoltechAI began with a simple observation: too many people felt excluded from financial conversations. Banks spoke in jargon. Advisers focused on wealthy clients. And those who needed guidance most were left navigating complex decisions alone.
Founded in 2012, we set out to bridge that gap. Our founders had spent decades in traditional finance and saw firsthand how inaccessible the industry had become. They envisioned a different approach—one where education replaced sales pitches, and where every client, regardless of income, received the same quality of attention.
What started as a small consultancy in the Cotswolds has grown into a trusted resource for individuals and businesses across the United Kingdom. Yet our core belief remains unchanged: understanding your finances should feel empowering, not intimidating.
What Guides Our Work
Transparency
No hidden agendas, no surprise fees. We explain our reasoning and show you exactly how we arrive at recommendations.
Education First
We teach you to fish rather than fishing for you. Our goal is building your confidence to make independent decisions.
Empathy
Money touches every aspect of life. We approach every situation with understanding and without judgement.
Integrity
We recommend only what we genuinely believe is in your best interest, even when simpler paths exist.
The People Behind the Guidance
A diverse team united by a passion for making finance accessible.
Eleanor Richardson
Founder & Lead Consultant
Former investment banker turned financial educator. Eleanor spent 15 years in the City before realising her true calling was helping ordinary people understand their money.
David Pemberton
Business Finance Specialist
With 20 years helping SMEs navigate financial challenges, David brings practical expertise in cash flow, funding, and sustainable business growth strategies.
Aisha Nwosu
Personal Finance Advisor
A certified financial planner passionate about helping young professionals and families build their first emergency funds and start investing confidently.
Milestones That Shaped Us
Foundation
CotswoltechAI launches with a focus on personal finance education for first-time earners and young families.
Business Services Expansion
We expand to serve small and medium businesses, recognising that entrepreneurs face unique financial challenges.
1,000 Clients Milestone
We celebrate helping our 1,000th client achieve their financial goals, from debt freedom to first investments.
Digital Transformation
Launch of virtual consultation services, making our guidance accessible nationwide regardless of location.
Community Initiative
Introduction of free financial literacy workshops for schools and community centres across the Midlands.
Our Philosophy
We reject the notion that financial success requires complex strategies or insider knowledge. The fundamentals of money management are straightforward: spend less than you earn, prepare for uncertainty, and let time work in your favour.
What makes the difference is consistent application and accountability. That is where we come in. We help you establish habits, catch blind spots, and stay motivated when progress feels slow.
We also believe in respecting where you are. Shame has no place in financial conversations. Whether you are climbing out of debt or optimising an inheritance, you deserve the same level of respect and thoughtful guidance.
About Working With Us
Curious About How We Could Help You?
Every financial journey is unique. Reach out to learn how our approach might fit your situation.
Contact Us