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Mick & Alison Hart
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.
Alison
Hi, I’m Alison, and this is my husband Mick. We’ve been clients of Cheltenham IFA for three years and our financial adviser is Madeleine Hollands. I got in touch with Cheltenham IFA when I was working at Hotel Chocolat as a store manager. After talking to another store manager, I found out he’d been able to retire earlier than the retirement age and he said he’d had fantastic service from Cheltenham IFA.
Mick
I’d worked for Sainsbury’s for 37 years as a store manager and I wanted to take early retirement and get some financial advice.
Alison
We are still relatively young, but we thought “Could we retire early?” and this was going to hopefully give us the opportunity to do that.
I chose Cheltenham because, from the first call with Maddi, I felt at ease and understood. 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
The most recent thing that Cheltenham has helped me with is adapting the measures around tax and tax calculations. When you retire, it’s not as straightforward as you would like, but Maddi gave me some great hints and tips around how I could make the most of my financial incomings.
Alison
Any time we’ve needed to contact them, it’s been so straightforward and made everything so simple. You don’t imagine it would be, but everything is straightforward, simple, and quick, which is fantastic. That’s why we’re really happy with them.
Mick
I feel very secure, and that I will be listened to at short notice if I need to know something. I also know that the depth of the answer will be fantastic and I’ll be treated as an individual.
Alison
Working with Cheltenham IFA makes me feel our future is looking good. We’re feeling very comfortable with how things work there, we know we can look into our financial planning at any time, and if we need to deal with anything, we know that it’s going to be dealt with. So, I feel very confident. We feel very lucky with the company – I think they’re great.
Mick
The best thing about working with Cheltenham IFA is that they can be very adaptable to my needs, currently and in the future.
Alison
The three words that I would use for Cheltenham IFA are easy, supportive, and helpful.
Mick
The best piece of advice that Cheltenham IFA has given me is to consider the options to do what I want to do for my needs. Having options was great, so I didn’t feel that it was restricted at all. I also felt that my adviser listened to my situation and offered support through the process in choosing the right way to go.
Alison
Our financial adviser Maddi has become more like a friend. We know that we can pick up the phone or send an email if there’s anything we’re worried about or anything we want to ask and she replies so quickly. She’s brilliant. It’s just a great experience.
I would recommend Cheltenham IFA to other people because I was recommended Cheltenham IFA and the service they’ve given me has been absolutely fantastic. So I would definitely feel comfortable recommending Cheltenham IFA to everybody else.
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