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Cotswold Independent Financial Services

Providing Growth, Stability and Security.

Helping individuals, families, and businesses across the Midlands secure their financial future with clear, tailored, and professional advice.

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Welcome to Cotswold Independent Financial Services

For nearly 30 years, we’ve been guiding individuals, families, and businesses across Coventry and the wider Midlands with trusted, independent financial advice.

Based in Earlsdon, Coventry and regulated by the Financial Conduct Authority (FCA), we are proud to remain fully independent – meaning our recommendations are based on the whole market, not limited providers.

Our success has been built on three principles: integrity, professionalism, and impartiality, with a focus on long-term client relationships and ongoing support.

A traditional, relationship-based approach to financial planning

Retirement Planning

Build a clear plan for life after work, ensuring your income and assets support the lifestyle you want in later years.

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Estate Planning

Protect your wealth and pass it on efficiently, with strategies to manage inheritance tax and safeguard your legacy.

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Wealth Management

Make your money work harder with tailored investment strategies that match your goals and attitude to risk.

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Life Cover

Secure peace of mind with the right cover for your family, income, and lifestyle.

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Mortgages

Independent advice to help you find the most suitable deal for your needs and circumstances.

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Equity Release

Unlock the value in your home while continuing to live in it, with clear, unbiased advice.

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Our Mission

‘To build and maintain long-term, trusted relationships that enable our clients to look to the future with confidence. We work with them to understand their hopes and aspirations and then, using our impartiality and independence, develop financial plans focused on making their short, medium and longer-term goals a reality. Our objective is to ensure our clients become our greatest advocates.’

Our Vision

‘To be the friendly and approachable face of financial planning services throughout the Midlands and beyond, leading the way in providing quality, independent, understandable advice that helps
our clients achieve their lifetime aspirations. We are consistently inquisitive about how we can do things better so that we can contiunue to grow and be profitable in a sustainable manner.’

Our Values

Approachable

We’re here to listen, we’re here to help.

Dependable

We do what we say we will. It’s a reputation thing!

Trustworthy

We know good relationships are built on being transparent and honest.

Understanding

We believe that having real empathy for others’ situations is essential to providing quality advice, guidance or support

Flexible

We know things can change and that we must be adapatable to meet the needs of our clients and colleagues.

Compassionate

It’s in our nature and, over time, we know being compassionate delivers the best results for everyone

Trusted & Regulated

We are authorised and regulated by the Financial Conduct Authority (FCA), giving you complete confidence in the quality and integrity of our service.

With nearly three decades of experience, our reputation has been built on sound advice, ethical practice, and long-term client partnerships.

Testimonials

{"Robert was so patient, I know there is pension information out there but with Robert’s one to one advice I believe I can make more sense of my pensions and make the right decisions. It didn't matter how many questions I asked , Robert was able to break everything down so that I understood."{
Vicki Hughes
{"I have found the service to be highly professional, and I am very pleased with my experience provided by Cotswold Independent Financial Services. Thank you"{
Marie Agnew
{ "Naomi was very professional and friendly and understood all my financial needs"{
Juliet Niland
{"We have had bad experiences with IFAs in the past, but Daniel was a revelation- He understood what we wanted to do and was able to make this happen ASAP"{
Brian Croom
{"Clear and easy to understand advice given throughout the meetings. I will certainly be using Steve for future advice and planning my financial affairs."{
Carl Hillman
{"Steve was very helpful and efficient"{
Chris Furniss
{Saime has been our IFA for many years ( 15 I believe ). We are not straight forward customers due to our property portfolio being very diverse. We often chop and change things and generally always I am very impatient. Saime has always been organised and knows her stuff. She’s done life insurance , private health care and mortgages for us. I don’t hesitate to recommend her{
Hayley Privett
{"Paul Corden was extremely helpful and polite and even arranged a payment for me from my pension provider when they were late paying me."{
Vivienne Woods
{"We have known Saime Dodwell since 2018.  She is very professional, always very prepared for our meetings and has always provided us with excellent advice and help.  In the last 18 months she has been invaluable and sorted out any financial issues we have had quickly and efficiently.  We have recommended Saime to our friends and family members.  She is a financial advisor that we know we can trust.".{
Dawn Wellings