How does the relationship work with an adviser from Cotswold Independent Financial Services?

Published: 21 October 2017

You have your own Financial Adviser who will help you establish and clarify your personal and financial goals. Through this we will build a thorough knowledge of your situation and help you define an appropriate strategy to achieve your goals.

We will develop a detailed understanding of you and your situation, to help you make informed choices and give you the confidence needed when facing key financial decisions.

Then we help to keep you on track to achieve your lifestyle goals and adjust your strategy as your needs change. As we only look after a limited number of clients you will receive ongoing personal service and advice.

You will have access to your adviser and support team, which means you receive prompt responses to questions and requests.