Having being part of Cotswold since 2009 I am delighted to head up a growing team with 7 advisers and an active presence in Coventry and the surrounding area. 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 These are coupled with a creative and innovative approach to financial planning and a belief in a bespoke client-service.As well as taking a key role in growing the business my personal specialisms when it comes to financial advice include investments and pre-and-post retirement planning.
Listed skills include Wealth, Pensions, Inheritance Tax Advice, Auto Enrolment Advice, and 13 others.