Seamless Planning...

We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company.  Once we've understood your aims, aspirations and concerns, Warwickshire Independent Financial Services Ltd. can help you make your money work for you. Call us now on 01564 797370 to request an initial meeting.

Investments

We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.

Life Assurance

Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.

Pension & Retirement Advice

In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.

 

Our Service Options

We offer three levels of service to all of our clients.  We will discuss these with you thoroughly to ensure that we provide the option that best suits your needs.   We make sure you know exactly what you are getting and precisely how much it will cost and, you are free to change at any time.