Planning For Tomorrow, Today, Financial Planning Made Easy
Cotswold Independent Financial Services is a reputable and successful Independent Financial Services company based in Earlsdon, Coventry. With a longstanding history of providing unbiased financial planning advice, we have built a loyal client base through our dedication to integrity, professionalism, and impartiality. Our approach is centred around creative and innovative financial planning, a bespoke client service, and an unwavering commitment to treating our customers fairly.
Regulated by the Financial Conduct Authority (FCA), we focus on building lasting relationships with our clients and providing an impeccable ongoing service. Our team of financial advisors has over 20 years of experience in the financial services industry and possesses a wealth of knowledge. As an independent company, we offer a comprehensive range of advice and are advocates of the principle of treating our customers fairly.
Our Services
At Cotswold Independent Financial Services, we offer a wide range of services that cater to our clients' diverse financial planning needs. Our areas of expertise include:
General Financial Planning
We provide expert financial advice on a wide range of topics, from savings and investments to tax planning and pensions. Our goal is to help you make informed decisions about your money, so you can achieve your financial goals.
Specialist Areas
Our team of consultants is trained and qualified to provide advice about specialist areas such as SIPPS, Wealth Management, and Estate Planning. We have the necessary expertise to help you make the right decisions at the right time.
Retirement Planning
Retirement planning is an essential part of financial planning. Our experts can help you create a plan that ensures you have the income you need to enjoy your retirement.
Wills & Power of Attorney
Arranging your Power of Attorney is an important aspect of financial planning. Our team can help you make the necessary arrangements, so you can have peace of mind knowing that a trusted person will support you if you can no longer manage your own affairs.
Inheritance Tax Planning
With careful planning, there are many legitimate ways of cutting down how much Inheritance Tax (IHT) you and your heirs might be expected to pay. Our team can help you make the most of your wealth and ensure that your loved ones inherit as much of your hard-earned wealth as possible.
Mortgage Advisers
A mortgage is a significant financial responsibility. Our mortgage advisers can help you find the right mortgage product for your needs, so you can have peace of mind knowing that you have the right mortgage for your situation.
Long Term Care Planning
With an aging population, the need for long-term care is increasing. Our experts can help you plan for your long-term care needs, so you can enjoy your later years with peace of mind.
Investments
Your investment choices should be as individual as you are. Our team can help you make informed decisions about your investments, so you can achieve your financial goals and live the life you want to lead.
Equity Release
Equity release allows you to release tax-free money from your property. Our experts can help you determine if equity release is the right option for you and guide you through the process.
Auto Enrolment Consultants
Auto enrolment pensions are being rolled out nationwide due to a change in the workplace pension laws. Our consultants can help you understand what it means for your pension and ensure that you are prepared for the changes.
At Cotswold Independent Financial Services, we are committed to providing our clients with unbiased financial advice and bespoke support services. We believe that managing your wealth doesn't have to be complicated, which is why we offer a comprehensive range of services designed to meet your unique financial planning needs. Contact us today to learn more about how we can help you achieve your financial goals.
Overall Experience
Reviews from former students at the financial academy have been overwhelmingly positive, with one reviewer, Daniel Elkington, giving a perfect 5-star rating.
Working with the Academy
According to Daniel, working with everyone at the academy was a great experience, and he is grateful for the early opportunity to become a financial adviser. He was impressed with the academy's connections and job placement services, citing a job offer at a local solicitors' practice as a great example of their effectiveness.
Career Progression
Daniel's positive experience with the academy ultimately led to his decision to leave and take up a new career opportunity. He felt that the job offer he received would provide him with valuable experience, and he bid farewell to the academy, eager to take the next step in his professional journey.
