Mark has over 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.
Christian has over 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.
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.
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.
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.
Lindsay joined our Technical team in October 2019 and was appointed Operations Manager in January 2022. Lindsay is responsible for ensuring the business runs smoothly and efficiently, and that the satisfaction of our clients is always at the heart of what we do.
Dan joined us in Dec 2010 and he draws on over 25 years of financial services experience & technical expertise in his role as Relationship Manager & Paraplanner.
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.
Dawn moved to an administration and support role within financial services over 10 years ago having spent almost 17 years working in the automotive and aerospace industries.
Rachel has been with us since May 2010. As well as carrying out vital administrative and technical duties, Rachel is involved in the co-ordination of how we provide our services and ensuring we do everything we need to remain compliant from a regulatory perspective.
Cath moved to an administration and support role within financial services in 2018. She carries out a variety of administrative duties for the company.
Paige started working in financial services in 2012 and has now moved to Cheltenham IFA after working at another local financial advice firm. Paige is now studying to become a qualified advisor, but in the meantime is working in administration and will likely be the person to book you in for regular reviews.
Izzy joined in November 2020 after graduating University. Izzy is studying to become a qualified advisor, but in the meantime is working in administration which includes duties such as contacting you to book reviews.
As a retired IFA with a wealth of business experience, Antony assists the Directors on strategy and project matters.