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.



“CIFA offers an outstanding, personal service – nothing is too much trouble. The extensive experience of the directors is obvious and extremely reassuring. I can’t recommend their services too highly. In a climate of uncertainty and mistrust within the financial world, it is hugely comforting to know that our affairs are in safe hands.”


“One of the Directors of Cheltenham IFA’s, visited us at home to analyse our situation, took all the information away and returned with a well thought out, but nevertheless simple solution to a complex situation. We felt the process of restructuring our investments would be difficult to achieve however, it was stress free because it was presented to us in straight forward language and was easy for us to implement, as all paperwork was prepared for us. We would (and already have) recommend this company to anyone looking for financial advice with integrity.”

I & B W

“CIFA provided an excellent level of personal service, based upon our specific requirements. For us it was a totally stress free experience!”