Cotswold Independent Financial Services
Providing Growth, Stability and Security.
Helping individuals, families, and businesses across the Midlands secure their financial future with clear, tailored, and professional advice.
Welcome to Cotswold Independent Financial Services
For nearly 30 years, we’ve been guiding individuals, families, and businesses across Coventry and the wider Midlands with trusted, independent financial advice.
Based in Earlsdon, Coventry and regulated by the Financial Conduct Authority (FCA), we are proud to remain fully independent – meaning our recommendations are based on the whole market, not limited providers.
Our success has been built on three principles: integrity, professionalism, and impartiality, with a focus on long-term client relationships and ongoing support.
A traditional, relationship-based approach to financial planning
Retirement Planning
Build a clear plan for life after work, ensuring your income and assets support the lifestyle you want in later years.
Estate Planning
Protect your wealth and pass it on efficiently, with strategies to manage inheritance tax and safeguard your legacy.
Wealth Management
Make your money work harder with tailored investment strategies that match your goals and attitude to risk.
Life Cover
Secure peace of mind with the right cover for your family, income, and lifestyle.
Mortgages
Independent advice to help you find the most suitable deal for your needs and circumstances.
Equity Release
Unlock the value in your home while continuing to live in it, with clear, unbiased advice.
Our Mission
‘To build and maintain long-term, trusted relationships that enable our clients to look to the future with confidence. We work with them to understand their hopes and aspirations and then, using our impartiality and independence, develop financial plans focused on making their short, medium and longer-term goals a reality. Our objective is to ensure our clients become our greatest advocates.’
Our Vision
‘To be the friendly and approachable face of financial planning services throughout the Midlands and beyond, leading the way in providing quality, independent, understandable advice that helps
our clients achieve their lifetime aspirations. We are consistently inquisitive about how we can do things better so that we can contiunue to grow and be profitable in a sustainable manner.’
Our Values
Approachable
We’re here to listen, we’re here to help.
Dependable
We do what we say we will. It’s a reputation thing!
Trustworthy
We know good relationships are built on being transparent and honest.
Understanding
We believe that having real empathy for others’ situations is essential to providing quality advice, guidance or support
Flexible
We know things can change and that we must be adapatable to meet the needs of our clients and colleagues.
Compassionate
It’s in our nature and, over time, we know being compassionate delivers the best results for everyone
Trusted & Regulated
We are authorised and regulated by the Financial Conduct Authority (FCA), giving you complete confidence in the quality and integrity of our service.
With nearly three decades of experience, our reputation has been built on sound advice, ethical practice, and long-term client partnerships.
