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Warwickshire Independent Financial Services Limited
Providers of Pensions, Life Assurance, Savings & Investments

At Warwickshire Independent Financial Services Limited, our aim is to ensure that you have the best possible advice when planning your financial future.

With personal circumstances changing each time we approach a 'milestone in life' (see below), it is important to regularly undertake a review of your financial position in order to ensure your needs are still being met. Our website highlights just a few of the areas in which we are able to advise and assist you.

Milestones in Life: Birth - starting school, university or college - starting work - change of job - first home - getting married - starting a family - moving house - change of location - redundancy - starting your own business - unexpected windfall - divorce - illness - retirement - death.

Life Assurance

Portfolio & Investments

Retirement Planning

There is never a right time to fall seriously ill, or become involved in an accident. It is never planned, but can happen to any of us at any time.

There are so many different types of savings and financial investment opportunities available today that it is always wise to seek advice before embarking on any new outlay.

If you already have a pension, or are looking to take one out, it is important to seek professional advice to ensure your planning remains right for you.

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Inheritance Tax Planning

Mortgage Services

Private Medical Insurance

How can you ensure you can pass on your estate to your beneficiaries without losing a large portion to the Government’s coffers?

Your mortgage is probably the largest financial transaction and commitment you are likely to undertake. We recommend you seek mortgage advice which is individually tailored to your needs and requirements.

It is only when you need to make a claim that you realise just how wise investing in health and medical insurance can be.

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