Based in Cheltenham, Gloucestershire we offer a straightforward independent ‘best advice’ one stop service that focuses on the changing financial needs of our clients throughout all stages of their lives.

Our advice and recommendations are always totally impartial. We provide outstanding wealth management care and recognise that family, health and wealth lie at the heart of what's really important in life.

We are qualified and experienced in
the following areas of financial planning

  • Construction and management of Investment Portfolios for Income or Growth or a combination of the two.
  • Retirement planning, whether you are building your funds for retirement, or have reached pension age and require advice on your options.
  • Expert planning to reduce your Inheritance Tax liability and to protect your estate.
  • Protecting your family and lifestyle using the best life & income insurance products from the market place.
  • Advice in planning for, or coping with, the financial impact of you or your family member needing Long Term Care.
  • Independent Mortgage advice through our sister company
  • Advice on Wills & Estate Planning via Cheltenham Wills


How we work

  • We conduct an initial assessment of your requirements and current financial position at our cost in order to enable you to ascertain whether our services will be beneficial to you.We firmly believe in creating a long term relationship and we back this up by ensuring that our income is dependent on meeting this objective. We offer fair prices, jargon-free information, experienced qualified advisors, and secure systems.We ensure sufficient time is taken to explain carefully every recommendation and we only take action once you’re completely happy.
  • We want clients to be comfortable and relaxed working with us, and be confident they’ve made a good choice. From our standpoint we are looking to gain a new client for the long term and to achieve this we are prepared to invest our time.

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
Tel. + 44 (0)1242 269656 | © 2014 All rights reserved. Gloucestershire Wedding Photographer | Gloucestershire Photography | Gloucestershire Graphic Design | Gloucestershire PR