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Entering or enjoying retirement
It’s never too late to make a positive change if you’re dissatisfied or uncertain about your financial position in retirement. Get the right support from our team.
The prime of your life, done right
Retirement is a time of transition, and expert support can help you navigate those challenges with ease. If you’d like to deal with professionals who truly understand your circumstances and want to see you succeed, you’re in safe hands with us.
Our advisers have years of experience helping retirees live their ideal lives. They’d be delighted to deliver the right results for you too.
How we help
Pension advice for a healthy retirement income that meets your needs
Analysing your drawdown options to give you the greatest flexibility
Assessing your estate so you can successfully pass on wealth to loved ones
Cashflow planning to demonstrate the financial effect of different events and decisions
A review of your existing savings or investments to identify opportunities
Identifying and implementing tax efficiencies to help you keep hold of your wealth.
Is this you?
I’m worried about running out of money
To help you live a long and happy retirement free from money worries, you need to be clear about the assets you have and how best to use them. Our experts will analyse and explain, in simple terms, the steps you should take.
I’ve received an inheritance but I don’t know what to do with it
Receiving an inheritance is an emotional moment in anyone’s life, but our friendly, empathetic team can help you through it. With our help, you’ll understand the practicalities and be able to make an informed decision that benefits you and your loved ones.
I don’t think I’ve got the right pension arrangements in place
Your pension pots should do two things: provide stable growth and offer flexibility in when and how you access your funds. If you aren’t confident your current providers can give you this, let our experts find solutions better suited to your individual needs.
I want to make plans to pass on my wealth
You deserve to be able to leave a meaningful legacy for your loved ones without fear of your wealth being eroded by tax. Our experts will identify ways to reduce the Inheritance Tax liable on your estate and ensure you have the right documentation in place.
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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