Giving back

As a proud Gloucestershire business, we relish our position at the heart of the local community. Read on to learn about our nominated charity and how we help.

Making a difference

We’re proud to announce that we’ve chosen to support Cheltenham and Gloucester Hospitals Charity. Nearly every member of our team has used the services of our local hospitals at one time, so we’re absolutely delighted to be able to lend our support.

Through fundraising activities and donations, we’re helping the charity’s hospitals go even further in caring for people across the region. In particular, we’re making contributions towards the Gloucestershire Oncology Centre and its fight against cancer, funding innovative equipment, specialist research roles, and more.

Emily Williams is the charity’s community fundraising manager. She said: “Cheltenham IFA’s support means so much to us. We’re very much looking forward to working together to raise awareness about the charity and what we do, as well as raise funds for our oncology department.”

If you would like to make a donation, please

click here

Our Charity recommendation incentive scheme

We’re excited to share our latest news about our charity recommendation incentive and would love to tell you more about it and explain how you can help!

What is our charity recommendation incentive?

A value close to our hearts is being able to give back to our local community. So, we plan to donate £50 for each recommendation we receive and have set a target to raise £2,000 within 2024.

We aim to expand our support to more clients while also benefiting the community. We believe this incentive will successfully accomplish both objectives.

Alongside the incentive, we’ll be undertaking a range of fundraising events throughout the year, including coffee mornings and supermarket collections, and members of the team will be taking part in Run Cheltenham. Watch this space for more info on these events!

How can you help?

By recommending any suitable clients to Cheltenham IFA, you will be helping to support Cheltenham and Gloucester Hospitals Charity in making a positive impact on the lives of patients in need and funding critical medical care, advanced treatments, and improved facilities.

Not sure who to send our way? Keep reading to see if anyone you know could benefit from a chat with us!

Who do we help?

You know that you need to take control of your finances to live the life you want, but do your friends, family, and colleagues?

With that in mind, the clients we work best with are:

Building their wealth: They’re in the early stages of their life and career, with exciting times ahead. With the right planning in place, they can prolong that feeling. We’ll work to help them achieve their financial and personal goals, with support every step of the way.

Getting closer to retirement: Reaching the tail end of their career, anxieties may be growing about securing lasting stability. We’ll work closely with them, removing the hassle and jargon. Helping them to gain full control over their financial security and help protect their family’s future.

Entering or enjoying retirement: Retirement is a time of transition and a chance for them to reap the rewards of a lifetime of hard work. We’ll work with them to navigate the challenges that come with retirement with ease.

Looking to pass on their wealth: There’s no better legacy to leave than wealth that passes down generations of your family for decades to come. We can provide the peace of mind that comes with knowing their loved ones will be properly taken care of.

Why should you recommend us?

It’s our passion to help people, and here’s a reminder of why you can recommend us with confidence:

We have a local focus but a national reach

Cheltenham is our home, and we are committed to focusing on the town and surrounding region. So you can rest assured that you’ll be our client for life, wherever you might end up living, with fully remote support available.

We have a long-standing reputation

Many clients have been with us for decades. That’s a testament to the service we offer and the close bonds we form, and neither of those things will change any time soon.

We are caring by nature

When you succeed, we succeed. That means it’s in our mutual interests to give you only the very best advice. But what truly drives us is helping you find lasting happiness.

We are for every generation

Among our list of clients, you’ll find many examples where we look after several generations of the same family. That’s a testament to our holistic approach and the trust people place in us.

We have years of experience

Collectively, our advisers have more than a century of know-how under their belts. And they’re constantly staying updated, so you’ll always get accurate, considered advice from us.

We are small but mighty

The service you’ll receive as our client will always be top-drawer, but what’s unique is our hands-on approach. You’ll be on first-name terms with every member of our dedicated team.

Our clients love what we do

  • 98.55% of clients are satisfied with our understanding of their needs, goals, and objectives
  • 96.02% of clients believe working with us has helped or will help them achieve their financial goals
  • 90.78% of clients said they would recommend us to family, friends, or work associates.

If that isn’t enough to persuade you, check out our reviews on Google and VouchedFor, where we have 4.8/5 and 4.9/5 ratings, respectively.

How can you recommend us?

Kindly ensure you have full permission from your friend, family member, or work colleagues before you introduce them to us (this is very important; please do not recommend someone to us unless you have their permission).

We’ll then contact them to arrange an initial discussion, and if we meet (face to face or online), we will arrange to donate £50 to Cheltenham and Gloucester Hospitals Charity.

Working with Cheltenham IFA gives me reassurance knowing someone’s got my back

Stafford Evans

Ben is open, honest, and makes my investments easy to understand.

Kim Burbridge

I feel confident in my financial future with Cheltenham IFA

Graham Satterley

I know it can get a little bit confusing when there's a lot of financial information, but I never felt that with Maddi. I totally understood what she was explaining to us and we knew what was going on. They were so clear and helpful that, in the end, it was an easy process.

Mick & Alison Hart

I feel very reassured. I have great peace of mind when thinking of my financial future because I feel I'm in very good hands. They've taken into account what stage I'm at in my life, what I want from the future, particularly with regards to legacy to my children and other members of my family, and my own comfort and financial security going forward.

Katherine Judge Client since 2014

What our clients say

In our most recent client survey...


of clients are satisfied with our understanding of their needs, goals, and objectives


of clients believe working with us has helped or will help them to achieve their financial goals


of clients said they would recommend us to family, friends, or work associates

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