Cheltenham Independent Financial Advisers Limited

Independent 5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA
First meeting at adviser's own cost
Response rating
9.0 /10
FCA verified
11th November 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying first home
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Long term care
Meet our advisers
Tara Wood Dip PFS
Benjamin Burgess
Andrew Mansion
Christian Heeley BA(hons) Dip PFS
Mark Stanley Dip PFS
Director / IFA
Where to find us

5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA

Make an enquiry
About us

Cheltenham IFA's provide friendly professional advice on all areas of Financial Planning. What makes us different is our commitment to providing ongoing advice with an agreed regular review schedule. Our particular expertise is in managing investment and pension portfolios.
We are happy to work on a fee or commission basis or a combination of both and our advice is totally unbiased.

Advice methods
  • phoneButton
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value