Graham Miller

My name is Graham Miller. I’ve been a client of Cheltenham IFA for just over 10 years and my adviser is Tara Wood.

I got in touch with Cheltenham IFA because I knew Tara through Santander where she previously worked. So, when she moved to Cheltenham IFA, I was happy to switch across and use them for my wealth management.

When I was talking to Tara about Cheltenham IFA, she talked about the business and the team they had there. She knew my financial position in detail and we talked about the future opportunities and strategies to optimise my wealth and my portfolio as I grow older.

Recently, I’ve moved my work pension across to Cheltenham IFA who are now managing that for lower fees and a better outcome. Most recently, we have started talking about Inheritance Tax planning, which was the next thing on my agenda.

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.

The best thing about working with Cheltenham IFA is they are extremely supportive in working with me to optimise my wealth management plan.

I feel my financial future is well supported by Cheltenham IFA; I’ve got three teenage boys, the oldest is about to go to university, and so we’re starting to look at the right financial opportunities to fund them through university and into the next stages of life.

The three words I would use to describe Cheltenham IFA are professional, supportive, and flexible.

The best piece of advice that Cheltenham IFA has given me is moving my work pension across from the work scheme to within Cheltenham IFA, and that’s given me great comfort and understanding over the route for my pension going forward.

I’d recommend Cheltenham IFA because they cover all aspects of finance, and they’re very supportive, professional, and flexible in their approach.