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About Us

Cotswold Independent Financial Services is a professional, successful and well established Independent Financial Services company which has offered impartial financial planning advice to a loyal base of clients for many years. We are based in Earlsdon, Coventry and are regulated by the Financial Conduct Authority (FCA).

Our success has been built around three core principles; integrity, professionalism and impartiality, coupled with a creative and innovative approach to financial planning and a belief in a bespoke client service.

Our reputation is based on sound financial advice and meeting our clients’ needs. We are completely independent, providing a comprehensive range of advice and are firm believers in the principle of treating our customers fairly. Our focus is to build lasting relationships with our clients, an impeccable ongoing service and working with you to provide long term solutions to your financial planning needs.

Our team of financial advisors, who are highly knowledgeable with over 20 years experience in the financial services industry, are backed up by our efficient and enthusiastic administration team, who provide a high standard of service and are committed to customer care. Therefore, you can be sure that you will receive an all-round professional and personal service in your dealings with us.

Our advice service covers a wide range of financial needs and allows us to deliver a comprehensive planning service which differentiates us from other Coventry-based firms. In addition to our independent financial advisers we have independent mortgage advisers, an auto enrolment specialist and will writing capabilities in house, giving you one trusted team to support you through all your financial needs.

Planning for a comfortable financial future requires nothing more than confidence. However, this kind of trust in your financial decisions requires sound knowledge of the economic landscape. Most people do not have the time to acquire this expertise or to develop a professional financial plan. This is where we can help.

Cotswold can assist you in planning for financial security by helping you set achievable goals that move you in the right direction. We will help you plan your future by asking the right questions to assess your financial situation. Our consultants are transparent in their dealings and will find you the perfect financial solution by:

• Identifying your short, medium- and long-term goals
• Clarifying precisely what you want from life
• Mapping out your route to get there
• Making it easy to understand product recommendations
• Adjusting your plan during significant life changes

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We work with both business owners and individuals to support them on their financial journey and working with us allows you to plan your future and manage your finances. You’ll feel empowered by better understanding your personal financial management so that you can get the most out of your money.

Choosing a financial adviser

When it comes to choosing a financial adviser, a key consideration is whether they are independent or restricted. The main distinction whether financial advice is independent or restricted is the process followed to investigate options available to clients.

Restricted advisers have a prescribed set of providers whom they can consider when making recommendations, whereas independent advice means being able to search the entire market to evaluate what is available for clients.

Our Approach to Financial Advice

From the outset we took the decision to provide independent financial advice.  This allows us to assess the whole of the market and the financial products available to evaluate them based on our clients’ personal circumstances.  We also consider tax planning in our recommendations and whether the proposed options are tax free.

We work with you to create your own financial plan. You will then receive ongoing support from our financial experts to ensure your plan remains on track and we can make adjustments together as your circumstances evolve.

We are passionate about the role financial services play in our clients’ lives, as ultimately it gives them choices, freedom and control over their future.

The Role and Importance or Regulation and Consumer Protection

We are professional and ethical in our conduct and as a firm Cotswold Independent Financial Services is both authorised and regulated by the Financial Conduct Authority.  As such we are proud to be operating in a profession where consumer trust and protection is of paramount importance.

In a heavily regulated industry, the Financial Ombudsman Service is the UK’s expert in sorting out problems between clients and financial services companies.  To support consumers, the Money Advice Service provides support and advice, and guides for consumers.

If you are thinking about creating a financial plan, but aren’t sure where to start, why not contact us to speak to one of our qualified financial advisers. We are always here to help. All it takes is a call or email to get the expert advice you need to ensure your future financial success.