What are the opening hours?

Monday 8:30am - 4:30pm Tuesday 8:30am - 4:30pm Wednesday 8:30am - 4:30pm Thursday 8:30am - 4:30pm Friday 8:30am - 4:30pm

Cotswold Independent Financial Services

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Cotswold Independent Financial Services

Cotswold Independent Financial Services is a professional, successful and well established Independent Financial Services company in Earlsdon, Coventry.

We also have an additional office in Atherstone, North Warwickshire 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, cou

pled with a creative and innovative approach to financial planning and a belief in a bespoke client service.

09/06/2026

Saime is a Diploma Qualified Financial Adviser with over 20 years’ experience in the financial services profession. Beginning her career in retail banking, she has developed extensive expertise across investment, protection, pensions, inheritance tax planning, tax planning, and mortgages.

Since becoming an Independent Financial Adviser in 2013, Saime has focused on delivering truly personalised advice. Her flexible and client-first approach ensures she goes the extra mile to meet individual needs, always striving to achieve the best possible outcomes.

Saime’s work is guided by strong ethical values, with trust and transparency at the heart of every client relationship. Her straightforward, honest approach has helped her build long-term relationships, with much of her client base growing through personal recommendations from satisfied clients.

Before entering financial services, Saime gained valuable experience in recruitment, direct sales, translation, and teaching, bringing a well-rounded perspective to her role today.

04/06/2026

No two financial journeys are the same. That’s why our approach is always tailored.

We start by understanding your goals, whether they’re short, medium, or long-term. From there, we build a clear, personalised plan designed around your lifestyle and aspirations.

And it doesn’t stop there. Life changes, and your financial plan should evolve with it. Ongoing support ensures you stay on track and confident about the future.

02/06/2026

We’re proud to share this verified client review from VouchedFor:

“Our original adviser was taken ill unexpectedly and Naomi stepped in and completed the transfer for us. Her manner is quietly confident but she is meticulous and visits us at home, which is better for us. She always brings an information file showing the progress of our investments, highlighting both growth and where things could be better.”

Providing reassurance, clarity, and continuity is essential, especially when circumstances change. Regular reviews and transparent updates help clients stay informed and confident in their financial journey.

28/05/2026

Dan brings a strong academic and professional background to financial planning. A Chartered Fellow of the Personal Finance Society, he holds an MSc and has completed his PhD viva, with his thesis currently being finalised. Since entering the profession in 2008 and becoming an adviser in 2012, Dan has built extensive experience, including roles as an in-house IFA within legal and accountancy firms.

Known for his friendly and approachable nature, Dan specialises in behavioural financial planning, focusing on client wellbeing alongside financial outcomes. He regularly works alongside other professional advisers to ensure every aspect of his clients’ needs is fully supported.

His expertise spans beyond traditional financial planning, with particular strength in tax and inheritance planning strategies. Dan has a keen interest in supporting clients within the food and farming industries.

Outside of work, Dan is a family man with a passion for staying active. He competes in Strongman events, enjoys rugby, and runs a YouTube channel dedicated to Warhammer.

26/05/2026

Everything we do is shaped by a simple set of values:

Approachable – taking the time to listen and understand
Dependable – doing what we say we will
Trustworthy – honest, clear, and transparent advice
Understanding – every client situation is unique
Flexible – adapting as life changes
Compassionate – advice that genuinely puts clients first

These values guide every conversation, every recommendation, and every long-term relationship we build.

21/05/2026

We’re proud to share this verified client review from VouchedFor:

“I cannot praise Robert enough. He visited me at home twice and took the time to clearly explain all of my pension options, helping me understand how we could invest wisely and make significant savings for our retirement.”

Delivering clear, personalised pension advice and helping clients feel confident about their financial future remains at the heart of everything we do.

19/05/2026

With over 30 years’ experience as an Independent Financial Adviser, Ian brings a depth of expertise in supporting business owners with self-administered pension arrangements and employee benefits.

As a Chartered Financial Planner, Ian focuses on delivering high-quality, professional advice. He works closely with clients to design tax-efficient, risk-controlled investment portfolios, helping them protect and grow their wealth with confidence.

Ian’s approach is built on understanding each client’s individual circumstances and providing clear, tailored strategies that support their long-term financial goals.

Outside of work, Ian enjoys spending time with his family. He has been married to Sarah for 35 years and is a proud father and grandfather. In his spare time, he enjoys golf, rugby, and attending live music events whenever he can.

14/05/2026

We’re proud to share this verified client review from VouchedFor:

“I have been a client of Cotswold Financial for many years and have received sound financial advice and support throughout my relationship with them. Naomi has been instrumental in ensuring my best financial interests are maintained, providing ongoing support both regularly and whenever needed.”

Long-term relationships are built on trust, consistency, and being there when it matters most. Ongoing advice and support help ensure financial plans remain aligned with changing needs and future goals.

12/05/2026

Financial planning is about more than numbers. It’s about people, goals, and building a future you can feel confident in.

With nearly 30 years of experience, we provide independent financial advice to individuals, families, and businesses across the Midlands. Being independent means our recommendations are based on the whole market, giving you solutions that are truly tailored to your needs.

Our focus is simple: long-term relationships, clear advice, and helping you make informed decisions about your future.

Address

1 Warwick Street
Coventry
CV56ET

Opening Hours

Monday	8:30am - 4:30pm
Tuesday	8:30am - 4:30pm
Wednesday	8:30am - 4:30pm
Thursday	8:30am - 4:30pm
Friday	8:30am - 4:30pm

Telephone

+442476920029

Website

http://www.cotswoldifs.co.uk/

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