Gloucestershire IFA: Independent financial services brokers based in Cheltenham offer lifetime financial planning and wealth management

Cheltenham Independent Financial Advisers Ltd (FSA number 494404) is an appointed representative of Financial Investments Ltd which is authorised and regulated by the Financial Services Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. No investment decision shouild be taken based on the content of this site. Always take full individual advice first. The regulations governing tax rates and investments may change in the future.

Questions?

At Cheltenham IFA we get asked questions covering many aspects of financial planning. Here are some of the more common questions and answers:

Do I need to visit your Cheltenham offices to become a client?
Ideally we prefer face to face discussions, particularly at the outset. However, we are happy to communicate, conduct business and maintain relationships via technology if this suits the client better.

Who regulates Cheltenham Independent Financial Advisers?
Cheltenham Independent Financial Advisers is directly authorised and regulated by the Financial Services Authority and is a member of the Financial Services Compensation Scheme. Please see the FSA’s website at www.fsa.gov.uk.

Would I benefit from managing my financial products myself?
Developing a good knowledge of the ever changing range of financial products and solutions takes time and demands continuous research and analysis. Using an accredited adviser gives you greater protection through the Financial Services Authority (FSA) and some important aspects of financial planning may only be conducted through such an adviser.

Who is a typical Cheltenham Independent Financial Advisers client?
Clients who value our long term approach to their wealth management which also extends to our investment strategies. Our aim is to guide clients with unbiased best financial advice through all their life stages via our on stop shop concept. We have many individual, family and company clients who have been with us for many years.

To arrange a meeting or make a general enquiry please feel free to complete our Enquiry Form or contact us using your preferred method. Should you just require further information you may find our Guides and Newsletters a useful source. We look forward to hearing from you.