Business Details
31 Years
experience
Trusted Financial Advisers in Coventry
Cotswold IFS has been providing trusted financial advice for nearly 30 years. Based in Coventry and regulated by the Financial Conduct Authority, we maintain full independence to offer unbiased recommendations across the entire market. Our success stems from three core principles: integrity, professionalism, and impartiality, with a focus on building long-term client relationships through ongoing support. We specialise in retirement planning, estate planning, wealth management, life cover, mortgages, and equity release, tailoring solutions to individual needs. Our team of Chartered Financial Planners and qualified advisers combines technical expertise with a client-first approach, ensuring clear communication and practical strategies.With a reputation built on ethical practice and sound advice, we serve individuals, families, and businesses across the Midlands. Our commitment to transparency and adaptability ensures clients receive solutions that evolve with their changing circumstances. We prioritise client education, empowering informed financial decisions through one-to-one consultations and comprehensive reviews. Our regulatory compliance and FCA authorisation guarantee adherence to the highest industry standards.
Services
Retirement Planning
Estate Planning
Wealth Management
Life Cover
Mortgages
Equity Release
Details
- Year established: 1995
Highlights and features
- We offer 30 years of independent financial advisory experience
- Our FCA regulation ensures adherence to strict professional standards
- Client-first approach with tailored financial solutions
- Comprehensive services covering all aspects of financial planning
- Team of Chartered Financial Planners and qualified advisers
Associations and certifications
- Financial Conduct Authority (FCA)
What people say
Highly professional service
Patient and thorough advice
Organised and knowledgeable
Helped with complex needs
Excellent problem-solving
Services
Retirement Planning
Our retirement planning service helps clients build secure financial futures through pension reviews, workplace scheme analysis, and income forecasting. We specialise in creating tailored strategies that adapt to changing life circumstances while maintaining tax efficiency. With access to the whole market, we ensure clients receive optimal solutions for their retirement goals.
Estate Planning
Estate planning services focus on protecting assets and minimising inheritance tax through trusts, gifting strategies, and life cover arrangements. We help clients create tax-efficient plans that align with their family needs and long-term objectives. Our approach ensures smooth wealth transfer while maintaining compliance with current regulations.
Wealth Management
Wealth management solutions combine risk assessment with tax-efficient investment strategies to grow and protect client assets. Our services include portfolio diversification, ethical investing options, and ongoing monitoring to maintain alignment with financial goals. We work with discretionary fund managers for specialised investment requirements.
Life Cover
Life cover services provide financial security through tailored insurance solutions including critical illness cover and income protection. We assess individual needs to recommend appropriate protection levels that safeguard families and businesses against unforeseen circumstances while maintaining affordability.
Mortgages
Mortgage advisory services cover first-time buyer guidance, remortgaging, and buy-to-let solutions. As independent advisers, we access the entire market to find competitive rates and suitable terms. Our support includes application assistance and explanations of different mortgage products without charging broker fees.
People
Stuart Startup
Director & Chartered Financial Planner
Specialising in retirement and estate planning with over 20 years' experience. Qualified compliance officer ensuring regulatory adherence. Holds directorship responsibilities for operational standards.
Robert Boland
Director & Chartered Financial Planner
Fellow of the Personal Finance Society with 18 years' industry experience. Recognised education champion specialising in client-focused financial strategies and long-term security planning.
Saime Dodwell
Independent Financial Adviser
Diploma-qualified adviser with 12 years' experience in pensions, protection, and tax planning. Known for client-centric approach and expertise in managing complex property portfolios.
Daniel Humphreys
Independent Financial Adviser
Level 4 qualified specialist in pension transfers and retirement planning. Award-nominated adviser with expertise in helping clients make informed financial decisions.
Paul Corden
Independent Financial Adviser
Diploma-qualified professional with 34 years' industry experience. Focuses on creating comprehensive financial plans that align with clients' unique circumstances and aspirations.
Questions
Are you regulated financial advisers?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA) under firm reference number 08423995.
What areas do you cover?
We primarily serve clients across Coventry and the wider Midlands region from our Earlsdon office.
How do you charge for advice?
We offer a free initial consultation. Our remuneration comes from adviser fees and product provider commissions.
What financial planning services do you offer?
We provide retirement planning, estate planning, wealth management, life cover, mortgages, and equity release solutions.
How experienced is your team?
Our advisers have between 12-34 years' industry experience, including Chartered Financial Planners and Diploma-qualified professionals.
