A Warmer Welcome
At Cotswold IFS, we understand the importance of a good first impression. In the case of our clients, this means making the process even easier and providing a consistent approach across our entire team of advisers.
The Cotswold Welcome pack will be our client’s guide through all the essential information they will require, including an introduction to ‘Your Team’ and a breakdown of the process they will lead you through and the service you will receive. The pack is a bespoke document tailored to our client’s requirements, means and aspirations. Although we hope our new clients will find this pack to be a substantial guide and helpful reference point, we can also be easily reached with any questions or queries at any time.