Cheltenham IFA: read our informative guides and newsletters

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.

Our Guides and Newsletters

Here you will find our quarterly newsletter and information Guides.

The 'Grapevine' Newsletters provide topical and current advice on all aspects of financial planning. They are intended to bring a few important, topical, issues to your attention. If you would like to discuss any of them (or any other aspect of your financial planning) in detail, please telephone for an appointment.

Our Guides provide general information via downloadable documents which will hopefully help you when encountering problems, good and bad, which life throws at us. The guides contain useful financial information to enable you to make an informed decision.

GRAPEVINE - NEWS & VIEWS	coming shortly	GUIDE - Capital Gains Tax	Information on the 2008/2009 tax year. PDF download (Updated)
GUIDE - Ten rules of successful investment	Ten tips on how to build a successful investment portfolio for all weathers. PDF Download	GUIDE - Protecting your Business	Guide to Protecting your Business. PDF Download
GUIDE - Ten ways to recession proof a portfolio	Ways to protect a portfolio from some of the worst excesses of recession. PDF Download	GUIDE - Tax Planning	Introducing IHT (for Print). A four page summary on the IHT allowances and how to minimise any liability. PDF Download Introducing IHT Guide (for Web). PDF Download
GUIDE - Facing retirement	A four page guide (for Print) outlining the full range of choices for those facing retirement. PDF Download Facing retirement Guide (for Web). PDF Download	GUIDE - Make the most of your savings	Some tips on how to make maximum return from savings - even when markets are tough. & PDF Download
GUIDE - Introducing ISAs	Introducing ISAs (for Print). A four page introduction to ISAs and ISA allowances. PDF Download Introducing ISAs Guide (for Web). PDF Download	GUIDE - to planning for Redundancy	Some financial tips to help those fearing or under threat of redundancy. PDF Download
GUIDE - Ten reasons to see an adviser	An introduction to the benefits of professional advice. PDF Download	GUIDE - The Protection Guide	Introducing the different forms of protection and why they are important. PDF Download (for Print). Beginners Guide PDF Download (for Web)

For more information on these topics, please contact Cheltenham Independent Financial Advisers Limited on 01242 269656 or email us at info@cheltenhamifa.co.uk. One of our advisers will be happy to assist you.