0330 038 8941
Based in Coventry
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FCA Status: Pending
Checks for Naomi and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Naomi and/or the firm they work for (or are appointed representatives of) are currently pending
3
Recent Client Reviews
Naomi has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Naomi has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 July 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Naomi has not yet added their fees to their profile
Fees not yet added
Naomi has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Status: Pending
Checks for Naomi and/or the firm they work for (or are appointed representatives of) are currently pending
This check is pending
Checks for Naomi and/or the firm they work for (or are appointed representatives of) are currently pending
3
Recent Client Reviews
Naomi has received 3 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Naomi has received 3 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 21 July 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
8
Qualifications Uploaded
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
8 qualification certificates available to view
Naomi has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Naomi has not yet added their fees to their profile
Fees not yet added
Naomi has not yet added their fees to their profile
I bring trust, clarity and empathy to the Financial Advice Industry, and have a strong reputation for my dependable and responsive service. I have been working in the Financial Advice profession since January 2012. I pride myself on building meaningful, trusted relationships with my clients; listening to and identifying financial needs, finding solutions, and ultimately supporting clients to maximise their financial potential and achieve their life ambitions. Outside of work, my two young girls take up much of my spare time. Weekends are busy enjoying time as a family, enjoying the outdoors, socialising with friends and wider family, and eating out. Clients often ask what sets Cotswold Independent Financial Services Ltd apart. We believe it's a combination of factors: ►We provide common sense, easy-to-understand advice, using low-cost portfolios and solutions with strong performance track records (Of course past performance is no guarantee for the future). ►We're very well established - Our roots go back over 25 years. We advise over 1000 Clients within excess of £260m of Funds Under Advice (as at 31/12/2023). ►We're truly Independent - We act on your behalf and can recommend solutions from the whole of the market. Also, we're completely Impartial - If we don't think we can add value, we'll say so. ►Most of our new clients come from either referrals or via professional introducers who have vetting processes in place - Their reputation is paramount. ►We offer a full range of financial advice across all life stages including Mortgages, Equity Release, Wills and Powers of Attorney and we're always happy to meet with other professionals that you trust in respect of your financial affairs. ►Our starting point with all clients is that we want you to be advocates for us - You'll only be this if we deliver results and service that you're happy with. ►And then there's Our Values - We focus on being Approachable, Dependable, Trustworthy, Flexible, Understanding and Compassionate - And we hold ourselves to accountable to these!
Offers available through VouchedFor
Contact Naomi through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Naomi's clients
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