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.

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


Complaints Policy

Although we always endeavour to provide advice and service to the very highest standards, we understand that there may be occasions where you are dissatisfied. If you wish to register a complaint, please write to or telephone Christian Heeley or Mark Stanley at Cheltenham Independent Financial Advisers, 5 Royal Crescent, Cheltenham GL50 3DA.

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234567.