Getting closer to retirement

If you want comfort and security at a time in your life when it really counts, you need to put the right plans in place. Our specialists can help.

Time for life’s most crucial choices

As you move through your career, old anxieties are replaced by new ones about securing lasting stability for those closest to you. Good financial advice, like the kind offered by our experts, can make you feel calm again.

Hundreds of clients just like you have turned to our specialist team for support. For honest guidance that’s built to last, you’re in the right place.

How we help

Cashflow planning to demonstrate the financial effect of different events and decisions

Pension advice for a healthy retirement income that meets your needs

Goal-setting support so you’re able to decide what’s really important

A review of your existing savings or investments to identify opportunities

Identifying and implementing tax efficiencies to help you keep hold of your wealth

Investment management support to keep you updated on progress and performance.

Our process

Getting you and your family into the best possible financial position is a lifelong journey, and it starts with five simple steps and our expert support.

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Initial meeting

In this crucial first step, you’ll share your financial aspirations and concerns with your designated adviser.



Armed with insights from your initial meeting, our team will delve deeper into your current position and start weighing up the best options for your needs.


Recommendation report

Having completed our in-depth research, we’ll invite you to a meeting where you’ll see our expert recommendations in full.



If you’re happy with the recommendations you’ve seen, we’ll put them into place on your behalf.


Ongoing reviews

Our commitment to you goes far beyond the initial actions we take. You’ll be invited to regular, scheduled reviews to discuss the ongoing performance of your financial plan.

Working with Cheltenham IFA gives me reassurance knowing someone’s got my back

Stafford Evans

Ben is open, honest, and makes my investments easy to understand.

Kim Burbridge

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

What our clients say

In our most recent client survey...


of clients are satisfied with our understanding of their needs, goals, and objectives


of clients believe working with us has helped or will help them to achieve their financial goals


of clients said they would recommend us to family, friends, or work associates

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