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Why choose us
Picking a financial adviser that’s right for you can be a daunting task. Let us explain the things we value most highly to help you decide whether we’re your perfect match.
Dedicated to your peace of mind
Your wealth doesn’t need to be a source of stress for you and your family. With the help of our highly qualified advisers, you’ll discover how to worry less and enjoy the things that truly matter more.
Clients old and new praise the friendly, approachable nature of our team, and that’s something we’re incredibly proud of. Those personal connections are what inspire us to work even harder each day to deliver the right results for people just like you.
Local focus, national reach
Cheltenham is our home, and the town and surrounding region is our focus. But you’ll be our client for life, wherever you might end up living, with fully remote support available.
A long-standing reputation
Many clients have been with us for decades. That’s a testament to the service we offer and the close bonds we form, and neither of those things will change any time soon.
Caring by nature
When you succeed, we succeed. That means it’s in our mutual interests to give you only the very best advice. But what truly drives us is helping you find lasting happiness.
For every generation
Among our list of clients, you’ll find many examples where we look after several generations of the same family. That’s testament to our holistic approach, and the trust people place in us.
Years of experience
Collectively, our advisers have more than a century of know-how under their belts. And they’re constantly staying updated, so you’ll always get accurate, considered advice from us.
Small but mighty
The service you’ll receive as our client will always be top-drawer, but what’s unique is our hands-on approach. You’ll be on first-name terms with every member of our dedicated team.
Highly rated, by clients
VouchedFor is the UK’s leading independent review site for financial advisers and planners, mortgage brokers, accountants, and solicitors. Our clients have kindly left us hundreds of positive reviews, which you can read for yourself here.
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
Our team
You deserve to work with a team who you can count on. With us, you’ll deal with advisers who always have your best interests firmly at heart.
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