Managing your wealth doesn't need to be complicated. All you require is a team of experienced financial advisers who know what they're doing. With nearly three decades of providing comprehensive financial advice and planning, Cotswold Independent Financial Services has the necessary expertise to help you make the right financial decisions at the right time.
Our team of consultants are trained and qualified to provide expert advice about general financial planning, as well as specialist areas such as SIPPS, Wealth Management and Estate Planning. It's never too early to start planning for a wealthy future. As an independent financial services agency, we guarantee that we are looking after your personal interests.
Our team of consultants are trained and qualified to provide expert advice about general financial planning, as well as specialist areas such as SIPPS, Wealth Management and Estate Planning. It's never too early to start planning for a wealthy future. As an independent financial services agency, we guarantee that we are looking after your personal interests.
Services
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 are based in Earlsdon, Coventry and are regulated by the Financial Conduct Authority (FCA).
Matthew started his career in financial services at the age of 25 when he joined Britannic Assurance as a home service agent. After a period of time he decided to become an Independent Financial Adviser and joined Accountancy Financial Services.
In early 2000 Accountancy Financial Services were bought by Cotswold Financial Services, Matthew continued until early 2001 when he was then given the opportunity along with his business partner, Stuart Startup to buy into Cotswolds.
In early 2000 Accountancy Financial Services were bought by Cotswold Financial Services, Matthew continued until early 2001 when he was then given the opportunity along with his business partner, Stuart Startup to buy into Cotswolds.
To provide you with recommendations which best fit your individual needs it is important for us to understand your attitude to risk. It will then be reviewed regularly as your circumstances change. We have a transparent approach to fees, which we go through with you prior to starting work. This document explains our service and gives you an indication of our charges with examples.
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.
At Cotswold, we work closely with solicitors and accountants to provide expert advice in our respective areas. We find a close relationship works really well and work jointly on cases involving complex financial matters. The specialist knowledge within our team includes trusts, corporate financial planning, and pension transfers.
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