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.

Wills and Estate Planning

At Cheltenham IFA’s we offer a professional and personal Will Writing service.

Based in Cheltenham Gloucestershire we cover the Cotswolds and beyond with our convenient and complete service which takes care of everything for a modest fee. This includes providing appropriate advice, taking instructions, arranging for a solicitor to draw up drafts, then execution and storage of your Will.

Above all, our clients get the peace of mind knowing their wills will be properly valid for Probate and their estates will be passed on efficiently according to their wishes with inheritance tax minimised.

We specialise in reviewing existing Wills when circumstances change.

As regulated Independendent Financial Advisors...we can also offer advice on inheritance tax, estate planning, wealth management and more.

Please note that the Financial Services Authority does not regulate will writing activities.

For more detailed information on how our service works please browse our dedicated site Cheltenham Wills. Our own in-house team of professional IFA’s specialising in providing advice on all areas of Estate Planning and writing a Will or Trust. You will also find a useful explanation of the benefits of writing a Will or Trust and the importance of Estate Planning.