Cheltenham Independent Financial Advisers Limited

Independent Financial Adviser  5 Royal Crescent, Cheltenham, GL50 3DA
First meeting at adviser's own cost
All our advisers have at least 15 years of successfully providing financial advice to clients. We want clients to be comfortable and relaxed working with us, and be confident they’ve made a good choice.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Long term care
Response rating
9.5/10
check
FCA authorised
Last authorised 22nd November 2021
Meet our advisers
Mrs Tara Wood Dip PFS
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Andrew Mansion
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Benjamin Burgess
IFA

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mr Christian Heeley BA(hons) Dip PFS
Director / IFA

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

Mr Mark Stanley Dip PFS
Director / IFA

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

At the end of this unit, candidates should be able to demonstrate an understanding of: the basic structure of the tax system and self-assessment; the main taxes on income and capital that may be charged on individuals, the self-assessment system and how tax liabilities are computed; impact of residence and domicile on an individuals liability to UK tax.

What our clients say
Despite an unprecedented set of circumstances with the pandemic, CIFA saw the situation out in a positive and reassured manner, resulting in a positive return on my investment.
Mr W, West Midlands
I have been a client of Cheltenham IFA Ltd for several years. I have an excellent relationship with my adviser and have always been given clear information and guidance when requested. I am happy with my investments which have continued to grow throughout difficult times.
Mrs E, Gloucestershire
I’ve been with Cheltenham IFA 9+ years. All staff have been helpful and knowledgeable whenever I contact. Yearly reviews with Tara have resulted in a healthy pension. Would highly recommend.
Mr K, Wiltshire
Cheltenham IFA have looked after my pension for almost 10 years, and I have always found them to be completely professional. They regularly contact you, there's never any pressure and everything is made clear and straightforward. A really reliable local company, can thoroughly recommend.
Mrs M, Gloucestershire
Pension has been managed by Cheltenham IFA for 5 years. I’ve always found them communicative, professional and well-informed. Nice smooth year-on-year growth on my funds, regular contact to discuss performance and any recommended changes. What else can you ask for? Would highly recommend.
Mr P, Gloucestershire
Very happy with the results of my investments which have been handled well during this very uncertain time. Ben Burgess is extremely helpful and keeps me well informed of any potential changes. Cannot thank him enough for all his assistance with my investments.
Mrs S, Gloucestershire
Tara Wood has been our Advisor since day 1. Always professional and always able to answer all our questions. Would we recommend Cheltenham IFA you bet we would. 100% reliable. Money safe and sound. Made my pension worthwhile. Great firm.
Mr L, Gloucestershire
I have been a client since 2009 and received excellent advice on investment and pension planning as well as Will writing and Power of Attorney. Initially with Christian and now with Andy.
Miss C, Wiltshire
About us

Cheltenham IFA provides friendly, professional advice on all areas of Financial Planning.

Our experienced Financial Planning team always looks to achieve positive and dependable client outcomes. We offer fair prices, jargon-free information and secure operating systems. We ensure sufficient time is taken to explain carefully every recommendation and we only take action once you’re completely happy. From our standpoint we are looking to gain a new client for the long term and to achieve this we are prepared to invest our time. To this end our initial consultation with you will always be free of charge.

Our services

Our service focuses on the changing financial needs of our clients throughout the various stages of their lives. Our wealth management proposition recognises that family, health and wealth lie at the heart of what’s really important in life.

We are happy to work on a fee or commission basis or a combination of both and our advice is totally unbiased.

Where to find us
Head office address: 5 Royal Crescent, Cheltenham, GL50 3DA
Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
9.5/10
check
FCA authorised
Last authorised 22nd November 2021

Similar advisers near you

Independent Financial Adviser 0.15 mi
Invest yourself, Protect yourself, Bee yourself.
 
Independent Financial Adviser 0.19 mi
Financial planning sits at the core of everything we do for our clients.
 
Independent Financial Adviser 0.19 mi
A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
 
Independent Financial Adviser 0.27 mi
We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.