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.

General Legal and Regulatory Issues

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 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.

The Financial Services Authority (FSA) is an independent organisation responsible for regulating financial services in the UK.

The FSA's aim is to promote efficient, orderly and fair financial markets and help retail financial service consumers get a fair deal.
The FSA was set up by government. The government is responsible for the overall scope of the FSA’s regulatory activities and for its powers.
The FSA regulates most financial services markets, exchanges and firms. It sets the standards that they must meet and can take action against firms if they fail to meet the required standards.