Working with Millennials

Published: 29 April 2019

The FT reports “Put yourself in the shoes of the average metropolitan millennial. You’re moving ahead in your career, getting closer to the day you’ll finally own your own home and perhaps considering whether to start a pension or investment Isa. You might think you’ve got to the stage where you need the services of an independent financial adviser (IFA) — but would they take on a client like you? All too often, the answer is no.

As many young professionals can attest, we simply don’t have enough money — yet — to make it worth the industry’s while. “ Read more

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. We see the value of long-term relationships and as such enjoy working with Millennials to help them develop and refine their financial plan as their life progresses.
Our team of financial advisors, who are highly knowledgeable with over 20 years’ experience in the financial services industry, are backed up by our efficient and enthusiastic administration team, who provide a high standard of service and are committed to customer care. Therefore, you can be sure that you will receive an all-round professional and personal service in your dealings with us.