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 or by contacting them on 0800 0234567.

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