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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
Our chosen cause is the 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 their 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.”
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
I really like working with Cheltenham IFA. What I found is that they're really flexible, supportive and professional, and with my background as a finance director, I've quite enjoyed our debates about how we can best work going forward and the best financial strategies for me.
Graham Miller
Client since 2014
The best thing about working with Tara is how approachable she is. It is easy to approach her without being scared or worried about what answer you might get. You will get an honest answer, which is incredibly friendly and professional, so you don't worry about contacting her.
Bob & Jane Johnson
Client since 2014
What our clients say
In our most recent client survey...
98.550%
of clients are satisfied with our understanding of their needs, goals, and objectives
96.020%
of clients believe working with us has helped or will help them to achieve their financial goals
90.780%
of clients said they would recommend us to family, friends, or work associates