What independence really means to you?
According to MoneyAdviceService; “Financial advisers offer services ranging from general financial planning and investment advice, to more specialist advice, such as the suitability of a particular product such as a pension.” Cotswold Independent Financial Services provide advised services to individuals and businesses which includes Pensions, Investment, Savings, Tax Planning, Protection, Auto-enrolment, Mortgages, Equity Release and Long-Term Care Fee Planning and Will Writing.
Back to the MoneyAdviceService’s description of what a financial adviser offers “In the case of investment products, some advisers are ‘independent’ – meaning they offer advice on the full range of investment products from the market or a specific market segment (e.g. pensions), while others offer a ‘restricted’ service meaning that the range of products or providers they will look at is limited.”
According to MoneyMarketing, fgures obtained by BBC Money Box’s Paul Lewis, and passed to Money Marketing 84 per cent, offer independent advice. Read more.
Cotswold’s independence is so important to the way in which we do business that is incorporated in our name. We feel we can truly act in the clients’ interest by searching the whole of the market.
Cotswold Independent Financial Services is a professional, successful and well established Independent Financial Services company which has offered impartial financial planning advice to a loyal base of clients for many years. Our success has been built around three core principles; integrity, professionalism and impartiality, coupled with a creative and innovative approach to financial planning and a belief in a bespoke client service. For a no cost to you, initial consultation please call 02476 920029 or email us by contacting firstname.lastname@example.org