Managing your wealth doesn't need to be complicated. All you require is a team of experienced financial advisers who know what they're doing. With nearly three decades of providing comprehensive financial advice and planning, Cotswold Independent Financial Services has the necessary expertise to help you make the right financial decisions at the right time.
Our team of consultants are trained and qualified to provide expert advice about general financial planning, as well as specialist areas such as SIPPS, Wealth Management and Estate Planning. It's never too early to start planning for a wealthy future. As an independent financial services agency, we guarantee that we are looking after your personal interests.
Our financial experts search all of options to find the service or product precisely suited to your needs. We chose to remain independent because we believe it is important to not be restricted in anyway when we recommend a product or fund to our clients. For many, this can be a delicate and understandably uncomfortable subject.
Our team of consultants are trained and qualified to provide expert advice about general financial planning, as well as specialist areas such as SIPPS, Wealth Management and Estate Planning. It's never too early to start planning for a wealthy future. As an independent financial services agency, we guarantee that we are looking after your personal interests.
Our financial experts search all of options to find the service or product precisely suited to your needs. We chose to remain independent because we believe it is important to not be restricted in anyway when we recommend a product or fund to our clients. For many, this can be a delicate and understandably uncomfortable subject.
Services
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.
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.
Matthew started his career in financial services at the age of 25 when he joined Britannic Assurance as a home service agent.
After a period of time he decided to become an Independent Financial Adviser and joined Accountancy Financial Services.
In early 2000 Accountancy Financial Services were bought by Cotswold Financial Services, Matthew continued until early 2001 when he was then given the opportunity along with his business partner, Stuart Startup to buy into Cotswolds.
After 5 years together, along with a determined and committed team Cotswold Independent Financial Services is a prosperous and thriving business focusing on client's individual needs and offering an ongoing service that can assure clients that they will be always guided through the stormy waters that is financial planning.
After a period of time he decided to become an Independent Financial Adviser and joined Accountancy Financial Services.
In early 2000 Accountancy Financial Services were bought by Cotswold Financial Services, Matthew continued until early 2001 when he was then given the opportunity along with his business partner, Stuart Startup to buy into Cotswolds.
After 5 years together, along with a determined and committed team Cotswold Independent Financial Services is a prosperous and thriving business focusing on client's individual needs and offering an ongoing service that can assure clients that they will be always guided through the stormy waters that is financial planning.
To provide you with recommendations which best fit your individual needs it is important for us to understand your attitude to risk.
It will then be reviewed regularly as your circumstances change.
We have a transparent approach to fees, which we go through with you prior to starting work.
This document explains our service and gives you an indication of our charges with examples.
Being clear about the service we deliver is highly important.
This document explains the way we deliver our service and your rights.
It will then be reviewed regularly as your circumstances change.
We have a transparent approach to fees, which we go through with you prior to starting work.
This document explains our service and gives you an indication of our charges with examples.
Being clear about the service we deliver is highly important.
This document explains the way we deliver our service and your rights.
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.
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.
The latest adviser to join us commented on the "friendly and straightforward approach from the team", which reflects our approach of providing simple and straightforward financial guidance.
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.
The latest adviser to join us commented on the "friendly and straightforward approach from the team", which reflects our approach of providing simple and straightforward financial guidance.
At Cotswold, we work closely with solicitors and accountants to provide expert advice in our respective areas.
We find a close relationship works really well and work jointly on cases involving complex financial matters.
The specialist knowledge within our team includes trusts, corporate financial planning, and pension transfers.
We use cash flow modeling with clients, which is particularly effective for matrimonial cases and business acquisitions.
We have team members who advise on Small Self-administered Schemes (SSAS) and Self- Invested Pension Schemes (SIPP) and have decades of experience working with Company Directors and their families.
We find a close relationship works really well and work jointly on cases involving complex financial matters.
The specialist knowledge within our team includes trusts, corporate financial planning, and pension transfers.
We use cash flow modeling with clients, which is particularly effective for matrimonial cases and business acquisitions.
We have team members who advise on Small Self-administered Schemes (SSAS) and Self- Invested Pension Schemes (SIPP) and have decades of experience working with Company Directors and their families.
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