Cotswold Independent Financial Services

Cotswold Independent Financial Services is an independent financial advisory firm based in Coventry. They provide financial advice and planning tailored to individual client needs.
  • Investments
  • Equity Release
  • Mortgage Advice
  • Retirement Planning
  • Long Term Care Planning
  • Inheritance Tax Planning
  • Auto Enrolment Consulting
  • Wills & Power of Attorney

Size
Small
Phone
N/A
Email
N/A
Locations
Stanley House, 1 Warwick St, CV5 6ET
02476920029
8:30 - 16:30
Digital Popularity
Social Media
Competitors
Prime Wealth
Prime Wealth is a firm of independent financial advisers, assisting individuals, business owners, and trustees with a broad range of financial planning, investment, retirement, and estate planning needs.
Simpson Financial Services
Simpson Financial Services provides bespoke financial planning, property finance, and mortgage advice to help clients achieve their financial goals.
BBT Group
BBT Group Ltd is a national firm of Independent Financial Planners, established in 1998, dedicated to providing bespoke financial planning services.
Ashleigh Court
Ashleigh Court is a wealth management firm established in 1997, dedicated to assisting business owners and successful professionals with creative tax and financial planning.
Company Details
Cotswold Independent Financial Services is operated by Cotswold Independent Financial Services Ltd and is a Active company incorporated on 28 February 2013 with the registered office located in Coventry, West Midlands. Cotswold Independent Financial Services Ltd was registered 12 years ago.

Status
Active
Size
Micro
Directors
2
Age
12 years old
Employees
14
Turnover
Unreported
Total Assets
£1.41M
Cash in Bank
£100.57K
Total Liabilities
-£1.32M

Director • Financial Adviser • British • Lives in England • Born in Sep 1975
Director • Financial Adviser • British • Lives in UK • Born in Apr 1967
SSMQ Limited
PSC
Teams
All
9
Management
8
Finance
8
Director And Independent Financial Adviser • Joined May 1997
Independent Financial Advisor • Joined Jul 2015
Independent Financial Advisor • Joined Oct 2022
Independent Mortgage Adviser • Joined Jan 2020
Independent Financial Advisor • Joined Oct 2017
Independent Financial Adviser • Joined Jul 2017
Independent Financial Adviser • Joined May 2023
Director And Independent Financial Adviser • Joined May 1997
Independent Financial Advisor • Joined Jul 2015
Independent Financial Advisor • Joined Oct 2022
Independent Mortgage Adviser • Joined Jan 2020
Independent Financial Advisor • Joined Oct 2017
Independent Financial Adviser • Joined Jul 2017
Independent Financial Adviser • Joined May 2023
Director And Independent Financial Adviser • Joined May 1997
Independent Financial Advisor • Joined Jul 2015
Independent Financial Advisor • Joined Oct 2022
Independent Mortgage Adviser • Joined Jan 2020
Independent Financial Advisor • Joined Oct 2017
Independent Financial Adviser • Joined Jul 2017
Independent Financial Adviser • Joined May 2023