Cotswold Independent Financial Services Limited

Independent Financial Adviser  Stanley House, Coventry, West midlands, CV5 6ET
First meeting at adviser's own cost
Our focus is to build lasting relationships and provide an all round impeccable service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Matthew Quinn
Director & Independent Financial Adviser
Paul Corden
Independent Financial Adviser
Saime Dodwell
Independent Financial Adviser
What our clients say
Just continue with such good information professionally given. Matthew's advice was very clear and helpful for someone who had no idea what to do, it was very professional advice.
Keith, Northamptonshire
Matthew Quinn gave me very sound advice and his approach was very professional.
Anthony & Karen, Warwickshire
Paul Corden was very professional and a pleasure to deal with. Thank you.
Mr L. Rea, Birmingham
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. 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.

Our services

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

Where to find us
Head office address: Stanley House, 1 Warwick Street, Earlsdon, Coventry, CV5 6ET
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 21st September 2020

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