Welcome to Cheltenham Independent Financial Advisers Limited

As Independent Financial Advisers we are not tied to any provider. This means we will source the very best solutions in all categories of financial planning. Having four experienced, professional IFA’s enables us to advise on all areas of financial planning and this website will cover the main topics. We offer a free initial consultation to individuals and companies to assess if our services are appropriate.

Our unique proposition in Investment Management sets us apart from traditional IFA’s, Private Banks and Stockbrokers and this is illustrated by our investment approach.

We believe that most of the time there is no need for expensive management strategies and we believe that the best results come from sensible diversification and risk management, at a reasonable cost.

Our approach to investment is built on long term fundamentals, not flavour of the month fund picks, fashion fads and certainly not the amount of commission payable. We build diversified portfolios, tailored to match your appetite for risk and reward, whilst minimising costs. 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 work closely with clients, local accountants and solicitors to develop a long term relationship that is reviewed on a regular basis, to take account of the inevitable changes in legislation and client circumstances.

We are extremely active in the Corporate Market offering Independent Advice to Companies of all sizes in the following areas:

Employee benefits including income protection, critical illness and medical insurance.
Key person, Directors and partnership protection
Company pension schemes
Pensions for executives and directors

To arrange a meeting or for a general enquiry please feel free to contact us using your preferred method. Should you just require further information you may find our guides a useful source. We look forward to hearing from you.