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28 January 2018

The importance of ethical investing across the generations

Ethical investing and its appeal across the generations is a complex and multi-faceted trend according to the FT Adviser. The Schroders Global Investor Study 2017, published in September, breaks it down in more detail. It reveals 54 per cent of UK investors have increased their allocation to sustainable investment funds compared to five years ago. […]

26 January 2018

Pensions Loss for those working in the Gig Economy

Gig workers lose £182m in pensions according to figures from Now: Pensions. They based the calculation on the autoenrollment figure of 3% which becomes the minimum companies pay into their employer pensions by April 2019. Currently there are 1.3 million workers which the CIPD claim are excluded from the auto enrolment programme. However, three out […]

25 January 2018

The Changing Face of the Landlord

The FT adviser reports “mortgage availability looks set to tighten further over the next five years” and coupled with high deposit requirements and limited access to finance the number of home owners is set to reduce. This means demand in the private rented sector will increase. With an “assertive tax regime” for those investing in […]

21 January 2018

Millennials want good face to face financial advice

Millennials view the financial services industry as exclusive, inaccessible, and expensive according to Pimfa. At Cotswold Independent Financial Services, we work with millennials who are buying their own home, purchasing investment properties, sorting out protection for their family, preparing their wills and planning ahead their pensions. Research showed that millennials thought they could only receive […]

16 January 2018

This week on the blog, Independent Financial Adviser: Robert Boland

What was your first job? When I was 16 I worked as a kitchen assistant at my local pub. My first full- time role was as a trainee manager at a paint factory in Birmingham. As a child what did you want to be when you grew up? Either a policeman and radio DJ, not […]

10 January 2018

What is Death in Service?

This is a financial product with a grim sounding title that sounds like someone had an accident at work. Far from its macabre initial impression “Death in Service” is a very positive benefit which can built into an employee’s package.

3 January 2018

What is Estate Planning?

This will help to ensure that the people you intend to receive the benefit of your estate on your death do so. This is something that people put off until it is too late and then creates huge problems for their beneficiaries so arrange a consultation with Cotswold today to ensure your plans are delivered […]

1 January 2018

How does a financial adviser at Cotswold work with clients on their Investment Strategy?

At Cotswold we follow a robust process to ensure we meet clients’ needs and this is demonstrated by our investment approach. We begin by understanding your investment objectives and we also understand your attitude to risk and capacity for loss (financially and emotionally). We then evaluate how your current investments are in line with your […]

27 December 2017

How do you feel about going back to work?

Give yourself options by planning for a secure retirement. It’s never too early to start considering your retirement plans. In fact, it’s already been 2 years since new pension reforms were announced in the 2015 Budget and many people have still to consider the implications and potential benefits on the new rules. There are many […]

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Latest News

The importance of ethical investing across the generations

Pensions Loss for those working in the Gig Economy

The Changing Face of the Landlord

Millennials want good face to face financial advice

This week on the blog, Independent Financial Adviser: Robert Boland

What is Death in Service?

What is Estate Planning?

How does a financial adviser at Cotswold work with clients on their Investment Strategy?

How do you feel about going back to work?

Contact Us

Latest News

The importance of ethical investing across the generations

Pensions Loss for those working in the Gig Economy

The Changing Face of the Landlord

Millennials want good face to face financial advice﻿

This week on the blog, Independent Financial Adviser: Robert Boland

What is Death in Service?

What is Estate Planning?

How does a financial adviser at Cotswold work with clients on their Investment Strategy?﻿

How do you feel about going back to work?﻿

Millennials want good face to face financial advice

How does a financial adviser at Cotswold work with clients on their Investment Strategy?

How do you feel about going back to work?