Our people are important to us, making certain we provide clients with the best possible professional financial advice. We have specialists covering Investments, Insurance and Mortgages as well as Inheritance Tax and Private Medical Insurance.


Mark Stanley
Director / Independent Financial Adviser

Mark has over 20 years’ experience in advising clients on all aspects of financial planning.
Mark, as co-owner, is also responsible for the oversight of the business.


Christian Heeley
Director / Independent Financial Adviser

Christian has 20 years’ experience advising clients on a wide range of financial planning topics. Christian, as co-owner, is also responsible for the key strategies and oversight for Cheltenham IFA Ltd.


Tara Wood
Independent Financial Adviser

Tara joined the company in June 2012 after 16 years as an adviser for a High Street Bank. Tara provides advice on a full range of financial planning areas including investment & pensions.


Dan Dimond
Client Relationship Manager

Dan joined us in December 2010 and he draws on his 25 years of financial services experience and technical expertise in in his role as a Relationship Manager and Paraplanner.


Andy Mansion
Client Relationship Manager

Andy has 14 years’ experience advising in the financial services arena. As well as Relationship Manager, he brings expertise in wills & estate planning.


Dawn Flynn
Client Services Manager

Dawn moved into an administration and support role within financial services 6 years ago having spent almost 17 years working in the automotive and aerospace industries. She joined CIFA in 2011, and now manages our administration team.s our administration team.


Rachel Jefferies
Client Services Assistant

Rachel joined the company in 2014 after working in local high street banks for the last 15 years. As well as carrying out vital administrative duties, Rachel will quite often be one of the first people you speak to when contacting Cheltenham IFA.


James Jenkins
Client Services Assistant

James has been with us since 2013, and is likely to be your contact for organising review meetings. He is studying hard for his financial services qualifications.


Rachel Heeley
Technical Support Co-ordinater

Rachel has been with us since May 2010. Her role is to liaise between the firm and the companies whose products we advise upon, and to assist the directors in compliance implementation.


About Us | Our Services | Retirement | Investments | Mortgages | Wills | Testimonials | Contact | Email: [email protected]

Cheltenham Independent Financial Advisers Ltd is authorised and regulated by the Financial Conduct Authority ( 603065 ). The registered office is 5 Royal Crescent Cheltenham GL50 3DA
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