Cotswold Independent Financial Services Limited

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.

Our team of financial advisors, who have all been in the financial services industry for over 20 years and are highly knowledgeable and experienced, 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.

We specialise in Pensions, Investment, Savings, Tax Planning, Protection, Auto-enrolment, Mortgages, Equity Release and Long Term Care Fee Planning so please feel free to contact us for a free initial consultation, we would love to hear from you.

Working Together to Create Lasting Results

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 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