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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.
Is this you?
I don’t know if I can afford my dream retirement
Planning your retirement starts with understanding what you want from later life, whether that’s luxurious holidays or just more time with loved ones. Then, with our help, you can take steps to build your wealth to just the right level.
I’m worried tax is eroding my wealth
Tax rules are complex and ever-changing, which is why it’s worth seeking expert advice before taking any action. Our experts can give you clarity about your position and put in place tax-efficient solutions for your savings and investments so you don’t lose out.
I have several different pension pots and don’t know what to do with them
Consolidating pension pots into one place can make it easier to keep track of your funds and unlock new levels of growth. There may be penalties and other issues to consider, though, and our experts can help you navigate them.
I’ve started thinking about my retirement income but don’t understand the options
Depending on your pension provider, you may be able to access your funds as an annuity, a lump sum, or a flexible combination of the two. Speak to our advisers, and they’ll help you understand the nuances and take the path that’s right for you.
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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...
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