Live for today. Plan for tomorrow.
For nearly three decades, Cotswold Independent Financial Services has been dedicating itself to providing comprehensive and expert financial planning and advice to individuals and families in Coventry and the surrounding areas. Our team of experienced financial consultants is committed to helping you achieve your financial goals, whether it be planning for retirement, securing your financial future, or simply seeking guidance on managing your wealth.
Our Services
At Cotswold Independent Financial Services, we offer a wide range of services designed to cater to your unique financial needs. Our team of expert consultants are trained and qualified to provide tailored advice on general financial planning, as well as specialist areas such as SIPPS, Wealth Management, and Estate Planning. Whether you are looking to plan for a comfortable retirement, secure your loved ones' inheritance, or navigate the complexities of long-term care, we have the expertise and knowledge to guide you every step of the way.
Auto Enrolment Consultants
The introduction of auto enrolment pensions has brought about a significant change in the workplace pension laws, requiring employers to automatically enrol their eligible employees into a pension scheme. Our team of Auto Enrolment Consultants is dedicated to helping you understand this new legislation and ensuring that you are compliant. We can help you navigate the complexities of auto enrolment and provide expert advice on how to handle the process with ease.
Equity Release
Equity release allows homeowners to release tax-free money from their property, providing a convenient solution for those who need to free up some cash but don't wish to downsize or move house. Our team of experts can help you understand the equity release process and provide guidance on how to make the most of this valuable financial resource.
Long Term Care Planning
With an ageing population and the increasing need for long-term care, it is essential to plan for this eventuality. Our team of experts can help you understand the long-term care planning process and provide advice on how to ensure that you receive the best possible care and support when you need it most.
Investments
Your investment choices should reflect your individual values, goals, and priorities. Our team of experts can help you understand your investment options and provide guidance on how to create a bespoke investment strategy that meets your unique needs.
Mortgage Advisers
Securing the right mortgage is crucial for most people, as it represents one of the most significant financial commitments they will ever make. Our team of Mortgage Advisers has years of experience in the industry and can provide expert advice on how to navigate the complex world of mortgages, ensuring that you get the best possible deal.
Wills & Power of Attorney
Arranging your Power of Attorney can provide peace of mind, ensuring that a trusted person is able to support you should you no longer have the mental capacity to manage your own affairs. Our team of experts can guide you through the process and provide advice on how to create a comprehensive estate plan.
Inheritance Tax Planning
It is natural to want to see your loved ones inherit as much of your hard-earned wealth as possible. Our team of Inheritance Tax Planners can help you understand the inheritance tax relief process and provide advice on how to reduce the amount of inheritance tax your loved ones may be expected to pay.
Retirement Planning
Planning for retirement is essential for ensuring that you have the financial security and freedom you deserve in your golden years. Our team of experts can help you understand your retirement options and provide guidance on how to create a bespoke retirement plan that meets your unique needs and goals.
Client Testimonials
Don't just take our word for it - our clients have praised our services, noting that we provide "very helpful" advice, "excellent" service, and "first-class" guidance. We are committed to delivering exceptional service and providing our clients with the peace of mind that comes with knowing their financial affairs are in order.
Career Development Opportunities
The reviewer had a positive experience, allowing them to become a financial adviser and securing a job offer at a local solicitor's practice. This opportunity was seen as a great way to gain experience in the field.
Colleagues and Working Environment
The reviewer enjoyed working with everyone at the company, indicating a positive and supportive working environment.
