Our Story

Warwickshire Independent Financial Services Limited is a privately owned company based in the historical market town of Henley in Arden.  It was originally established in 2000 by Director, Malcolm Farley, a Financial Adviser with many years of experience and expertise in his field.
Malcolm met Jon when they were introduced by a mutual friend and, having established that Jon, who worked for C.I.S. at the time, was keen to attain Independent status, offered him the opportunity to join him at W.I.F.S.  Jon joined the Company in late 2004, becoming a Partner when W.I.F.S. became a Limited company in September 2006. 
Their common goal is to achieve the very best solution for their clients’ in all areas of financial planning, including specialist pension advice, investments, mortgages, inheritance tax planning,
trusts and life cover.
Warwickshire Independent Financial Services Ltd. provides bespoke financial solutions, backed by knowledge, expertise, and many years of experience, to private clients throughout the UK.  Part of the key to our success lies in the fact that we are not tied to specific products, insurance companies or services. Consequently we have access to the whole marketplace, which enables us to offer impartial advice and recommendations at all times.
Tax treatment is based on individual circumstances and may be subject to change in the future.
The Financial Conduct Authority does not regulate inheritance tax and trust planning.