Our process

Getting you and your family into the best possible financial position is a lifelong journey, and it starts with five simple steps, and our expert support.


Initial meeting

In this crucial first step, you’ll share your financial aspirations and concerns with your designated adviser. It’s their job to listen intently and really get to know you and your circumstances, so they can start formulating a plan that gets you where you want to be.



Armed with insights from your initial meeting, our team will delve deeper into your current position and start weighing up the best options for your needs. This meticulous approach takes advantage of our team’s expertise and independent status, so you’re left with a fully rounded picture of what’s possible.


Recommendation report

Having completed our in-depth research, we’ll invite you to a meeting where you’ll see our expert recommendations in full. The personalised report you’ll receive will outline our findings, proposed strategies, and the rationale behind each recommendation. Your adviser will explain everything in plain English so you’re clear on what to do next.



If you’re happy with the recommendations you’ve seen, we’ll put these into place on your behalf. Our team will get busy executing the agreed strategies, liaising with relevant third parties and overseeing the necessary paperwork. This stage marks the turning of plans into action, bringing your financial dreams that little bit closer to reality.


Ongoing reviews

Our commitment to you goes far beyond the initial actions we take. You’ll be invited to regular, scheduled reviews to discuss the ongoing performance of your financial plan. And in between meetings, we’re always at the other end of the phone if there are ever any changes or updates you’d like to talk about.

Benefits of financial advice

As your trusted professional partners, we’ll make recommendations designed to improve your whole life, not just your bank balance. Get further insight into the transformative power of financial advice.

Tell me more

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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