OUR SISTER COMPANIES
Offering integrated advice across all areas of financial, tax and estate planning to ensure that a holistic, joined up approach is taken when guiding our clients.
Cheltenham Wills & Probate Services Offering professional, cost effective advice in all areas of estate planning, including wills, powers of attorney, and probate.

www.cheltenhamwills.co.uk
Cheltenham Mortgage Advice Cheltenham Mortgage Advisers Ltd can help you find the right mortgage to suit your situation.

www.cheltenhammortgageadvice.co.uk
Independent Financial Advisers, Cheltenham and Gloucestershire
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About Us

Our people are important to us, ensuring that we can provide our clients with the best possible, professional financial advice. We have specialists within the group with expertise covering Investments, Retirement Planning, Life insurance & Protection, as well as Mortgages and Estate Planning.

MEET THE TEAM

Mark Stanley

Mark has 25 years’ experience of advising clients on all aspects of financial planning. Mark as co-owner, is also responsible for the oversight of the business.

Mark Stanley

Director / Independent Financial Adviser
Christian Heeley

Christian has 25 years’ experience of advising clients on a wide range of financial planning topics. Christian, as co-owner, is also responsible for the key strategies and oversight for Cheltenham IFA Ltd.

Christian Heeley

Director / Independent Financial Adviser
Tara Wood, Independent Financial Adviser

Tara joined the company in June 2012 after 16 years as an adviser for a High Street Bank. Tara provides advice on a full range of financial planning areas including investments and pensions.

Tara Wood

Independent Financial Adviser
Ben Burgess

Ben joined the Company in September 2018 after 15 years as an Advisor with Lloyds Banking Group. Ben provides advice on a full range of financial planning areas including investment, pensions and inheritance tax planning.

Ben Burgess

Independent Financial Adviser
Andy Mansion

Andy has been advising in the financial services arena since 2000, and joined Cheltenham IFA in 2014. As well as Pensions & Investments, he brings expertise in Wills & Powers of Attorney & Estate Planning.

Andy Mansion

Independent Financial Adviser
Dan Diamond, Client Relationship Manager

Dan joined us in Dec 2010 and he draws on 25 years of financial services experience & technical expertise in his role as Relationship Manager & Para planner.

Dan Diamond

Client Relationship Manager
Ed Cook

Ed joined us in 2017 with 17 years’ experience in Financial Services. As a Paraplanner and Relationship Manager Ed assists the advisers with research and technical analysis.

Ed Cook

Client Relationship Manager
Rachel Heeley, Technical Support Co-ordinater

Rachel has been with us since May 2010. As well as carrying out vital administrative duties, Rachel will quite often be one of the first people you speak to when contacting Cheltenham IFA.

Rachel Heeley

Client Services Assistant
Dawn Peacock, Client Services Manager

Dawn moved to an administration and support role within financial services 10 years ago having spent almost 17 years working in the automotive and aerospace industries.

Dawn Peacock

Office Manager
Rachel Jefferies

Rachel joined the company in 2014 after working in local high street banks for the last 15 years. As well carrying out vital administration duties, Rachel will quite often be one of the first people you speak to when contacting Cheltenham IFA.

Rachel Jefferies

Client Services Assistant
Cath Church

Cath is the newest member of the admin team, joining in February 2018. She carries out a variety of administrative duties for the company including making you a coffee when you come to visit.

Cath Church

Client Services Assistant
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As a retired IFA with a wealth of business experience, Antony assists the Directors on strategy and project matters.

Antony Witt

Consultant
Call us today, to arrange a free initial consultation on 01242 269 656