Independent Financial Strategies (Horley) LLP

Independent Financial Adviser  Horley Manor, Oxfordshire, Banbury, OX15 6BJ
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FCA authorised
Last authorised 10th May 2021
Offering financial advice in - Pensions & Retirement Planning Business Advice Protection Needs Inheritance Tax and Estate Planning
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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Wealth management
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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
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Meet our advisers
MISS Catherine Wythe
Partner
MR Charles Cozens
Advisor-Partner
About us

Independent Financial Strategies (IFS) LLP is based in Horley, Oxfordshire and is managed and owned by the founding partner Charles Cozens.

Charles has been working in financial services since 1983.

We utilise the most up to date software and communication packages to enable effective cost control for us and the highest possible level of service for our clients.

It is fundamental to our business model that we continue to remain completely independent from all financial networks and firms and as such are directly authorised by the Financial Conduct Authority. We believe very strongly that impartial and truly independent advice is ever more crucial in a climate of increasing consolidation within the Financial Services sector.

Our services

You can be confident that the strategies and solutions we recommend are the best available to suit your requirements.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Horley Manor, Horley, Oxfordshire, Banbury, OX15 6BJ

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