Cotswold Independent Financial Services

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.

For many families, summer holidays create memories that last a lifetime.They also remind us why financial planning matte...
06/08/2026

For many families, summer holidays create memories that last a lifetime.

They also remind us why financial planning matters.

Most people don't build wealth simply to have a bigger bank balance.

They want choices.

More time with family.

Freedom to travel.

Peace of mind knowing loved ones are protected.

Money is rarely the goal.

It's the life it helps you build.

Congratulations to Charlie!A huge congratulations to our Trainee Paraplanner, Charlie Startup, on passing his Investment...
04/08/2026

Congratulations to Charlie!

A huge congratulations to our Trainee Paraplanner, Charlie Startup, on passing his Investment & Principles of Risk exam last week. 👏

This is another important milestone in Charlie's professional development as he continues working towards completing his Diploma in Financial Services. His commitment to learning and developing his knowledge helps ensure we continue to provide the highest standard of support to our clients.

Well done, Charlie. We’re all proud of your achievement and look forward to celebrating the next milestone!

Summer often gives us a little more breathing space. Holidays are booked, the children are off school and routines slow ...
30/07/2026

Summer often gives us a little more breathing space. Holidays are booked, the children are off school and routines slow down.

It's also a great opportunity to spend just 30 minutes reviewing your finances.

Ask yourself:

• Has anything changed this year?
• Am I still on track for my long-term goals?
• Do my savings and investments still reflect what I want to achieve?

A financial plan shouldn't sit in a drawer gathering dust. It should evolve as your life does.

It has been a pleasure to sponsor the match ball for Atherstone Town Community Club's last two pre-season friendlies. Th...
28/07/2026

It has been a pleasure to sponsor the match ball for Atherstone Town Community Club's last two pre-season friendlies.

The results certainly didn't disappoint, with a 3-0 win over Hinckley followed by an exciting 3-2 victory the other night.

On Saturday, our own Robert Boland and his son Harry had the privilege of presenting the Man of the Match award, making it an even more special occasion.

Supporting Atherstone Town Community Club was an easy decision. The club has a fantastic community spirit and is clearly run with passion, dedication and pride. We are proud to play a small part in backing a club that means so much to the local area.

We would like to wish everyone at Atherstone Town Community Club the very best for the season ahead. Good luck, and we look forward to following your progress!

Many people spend more time planning their next holiday than planning their financial future.Creating a financial plan d...
23/07/2026

Many people spend more time planning their next holiday than planning their financial future.

Creating a financial plan doesn't need to be complicated. It starts with understanding where you are today, where you'd like to be tomorrow, and putting the right steps in place to bridge the gap.

The earlier you start planning, the more options you may have available to you.

What financial goal are you currently working towards?

Helping our clients feel confident about their financial future is what drives us every day."Dan has helped me sort out ...
21/07/2026

Helping our clients feel confident about their financial future is what drives us every day.

"Dan has helped me sort out my pensions, and made it easier for me to plan for my future plans."

Thank you for sharing your feedback.

Pension planning can play a vital role in achieving long-term financial goals. We're delighted to hear that Dan has helped provide clarity and confidence, making it easier to look ahead and plan for the future.

If you'd like guidance on your pensions or wider financial planning, our team is here to help.

📞 Get in touch with us today.

As independent financial advisers, we are not tied to any particular provider or product range.This means our recommenda...
16/07/2026

As independent financial advisers, we are not tied to any particular provider or product range.

This means our recommendations are based on your needs, objectives, and circumstances, with access to solutions from across the market.

For our clients, that means advice designed around them, not around a restricted panel of providers.

Independent advice. Personal recommendations. Long-term support.

We love hearing how our team has made a positive difference for our clients."Naomi has offered so much advice and been t...
14/07/2026

We love hearing how our team has made a positive difference for our clients.

"Naomi has offered so much advice and been thorough in helping gain access to funds."

Thank you for taking the time to share your feedback.

Providing clear guidance and support throughout the financial planning process is incredibly important to us. Whether helping clients access funds or navigate important financial decisions, our aim is always to make the journey as straightforward and stress-free as possible.

If you'd like to speak to one of our advisers about your financial goals, we're here to help.

📞 Get in touch with our team today.

Many people contribute to their pension for years without checking whether it's still working as hard as it could be.A r...
09/07/2026

Many people contribute to their pension for years without checking whether it's still working as hard as it could be.

A regular review can help ensure your pension remains aligned with your retirement goals, attitude to risk, and changing circumstances.

Small adjustments today could make a significant difference to your future.

If it's been a while since you last reviewed your pension arrangements, now could be a good time to take another look.

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

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