Description

At Cotswold Independent Financial Services we provide retirement planning, inheritance planning and financial family protection.

Cotswold Independent Financial Services has the expertise to help you make the right financial decisions at the right time.  Our financial experts search all options available to find the service or product precisely suited to your needs. We chose to remain independent because we believe it is important not to be restricted in any way when we recommend a product, service or fund to our clients.

Experienced financial adviser, Thanos Pallas is a valued member of the Cotswold team and he is based in Sutton, South London. He meets with clients and prospective clients at a time to suit them.  Thanos has over 20 years’ experience and the qualifications to match.  Thanos holds a Level 4 Diploma in Investment Advice (Financial Planning & Advice) and Level 3 Certifications in Mortgages, Equity Release and financial protection.

Thanos provides a personalised holistic financial planning service and operates by ethical and highly professional practice standards. He uses cash flow planning software to enable his clients to plan and visualise the impact of certain decisions or market changes.  He specialises in financial plans for professionals and business owners.

 

Contact Information
Open
Open 24h today
  • Monday

    Open 24h

  • Tuesday

    Open 24h

  • Wednesday

    Open 24h

  • Thursday

    Open 24h

  • Friday

    Open 24h

  • Saturday

    By appointment only

  • Sunday

    By appointment only

  • August 19, 2019 3:05 pm local time

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