For a worry-free financial future
- Free initial consultation
- Plain-English advice, with time taken to understand you
- Independent advice, shaped around your goals
- VouchedFor Top Rated Firm
Every generation of your family deserves comfort and stability. Put your faith in our close-knit team of experienced specialists, and we’ll go the extra mile to help you and your loved ones build and protect your wealth. That personal touch makes all the difference.
Trusted local financial planning, recommended by our clients
- Cheltenham’s only VouchedFor Top Rated Firm of financial advisers
- Hundreds of positive client reviews on VouchedFor
- Local focus, with fully remote support available if you need it
Financial planning in Cheltenham, built around real lives
You might be building your wealth, getting closer to retirement, already retired, or thinking about the legacy you want to leave. Wherever you are, your plan should feel clear, personal, and reassuring.
We’re a good fit if…
- You want a long-term financial plan, not a quick fix
- You value an ongoing relationship and regular reviews
- You want independent support to help you make confident decisions
- You would like advice that is clear, calm, and easy to follow.
What you might be looking for help with
If you have been searching for help because something feels uncertain, you are not alone. Here are some of the most common reasons people get in touch.
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Building and protecting wealth
You want to make better use of your savings and investments and feel confident your plan is moving you in the right direction.
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Retirement Planning and pensions
If you are approaching or in retirement, we can help with planning, understanding pensions and keeping things straightforward and simple.
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Tax efficiency and estate planning
You want to keep more of what you have built and pass on wealth to your family in a considered way.
Hear from clients who felt the difference
If you are wondering what it is like to work with us, these short videos will help. See the effect our wisdom and experience can have on the lives of people just like you, with real-life testimonial videos.
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 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
I feel confident in my financial future with Cheltenham IFA
Graham Satterley
How we can help
Your needs are personal, so your recommendations should be too. Your financial adviser will start by listening, then build a plan that fits around you.
Here are some of our key services:
- Personal financial planning
- Investment planning
- Retirement planning
- Pensions
- Inheritance and estate planning
- Protection planning for you and your family
Our team
You deserve to work with a team who you can count on. With us, you’ll deal with advisers who always have your best interests firmly at heart.
If you are searching for a financial adviser in Cheltenham, you’re in the right place. We also support people across Gloucestershire, Worcestershire, Somerset and the surrounding areas.
Why choose Cheltenham Independent Financial Advisers?
Choosing a financial adviser is a big decision. You should feel comfortable, listened to, and confident in the advice you receive.
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Local focus, national reach
Cheltenham is our home, and the town and surrounding region is our focus. But you’ll be our client for life, wherever you might end up living, with fully remote support available.
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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.
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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.
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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 testament to our holistic approach, and the trust people place in us.
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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.
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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.
We’re a VouchedFor Top Rated Firm
We have been included in the VouchedFor Top Rated 2026 Guide, distributed by the Times and the Telegraph. Better yet, we’re Cheltenham’s only Top Rated Firm of financial advisers.
VouchedFor is an independent review site for financial advisers and planners, and you can read what clients have said in their own words.
What happens next?
Good advice starts with a proper conversation. Here’s how we typically work, so you know what to expect.
Our process:
- Initial meeting: We listen and get to know you and your circumstances.
- Research: We explore options based on our expertise and independent status.
- Recommendation report: You receive a personalised report, explained in plain English.
- Implementation: If you are happy, we put your plan into action.
- Ongoing reviews: Your plan is reviewed regularly, with support in between meetings.
