Cheltenham Independent Financial Advisers Ltd - Cheltenham

Cheltenham Independent Financial Advisers Ltd is a reputable financial consultancy firm located at 5 Royal Cres, Cheltenham GL50 3DA, United Kingdom. The company can be reached at 1242269656, and their website is cheltenhamifa.co.uk.

Cheltenham Independent Financial Advisers Ltd is renowned for its financial consultancy services. They have a team of experienced financial advisers who can help you make informed decisions about your finances. The firm's services include online appointments, onsite services, and they have wheelchair-accessible facilities, making it easy for people with mobility challenges to access their services.

One of the unique features of Cheltenham Independent Financial Advisers Ltd is their commitment to diversity and inclusion. They are an LGBTQ+ friendly firm and provide a safe space for transgender individuals. These features make the firm a welcoming and inclusive place for all people, regardless of their gender identity or sexual orientation.

Cheltenham Independent Financial Advisers Ltd has received positive reviews from its clients. They have 31 reviews on Google My Business, with an average rating of 4.8/5, indicating their high level of customer satisfaction.

The firm's financial consultancy services cover various areas, including pensions, investments, and insurance. They offer personalized advice based on your financial goals and circumstances. Whether you are planning for retirement, looking to invest, or seeking insurance coverage, Cheltenham Independent Financial Advisers Ltd can provide the guidance you need.

In addition to their financial consultancy services, Cheltenham Independent Financial Advisers Ltd has a user-friendly website that provides helpful resources and information about financial planning. Their website is a valuable resource for anyone looking to learn more about financial planning and management.

Cheltenham Independent Financial Advisers Ltd is conveniently located in Cheltenham, making it easily accessible for people in the surrounding areas. The firm's wheelchair-accessible facilities make it easy for people with mobility challenges to access their services.

Reviews of Cheltenham Independent Financial Advisers Ltd

Mark Garland

5/5

Couldn’t recommend highly enough Ben has been a true gent not only is his knowledge and skills invaluable but he has a genuine interest in you and your family determined to do his level best for you .

Red Fox

5/5

I moved two pensions to Cheltenham IFA last year, this was managed by Ben who explained everything very thoroughly answering any questions I had. I'm very happy with what has been achieved so far, albeit early days. I'll be moving further funds across later this year.

Steve

5/5

I recently contacted Cheltenham Independent Financial Advisers Ltd for financial planning advice. Despite my situation not matching their particular services, they were incredibly helpful, offering clear explanations and free advice, and were very friendly. While I'm not currently their typical target client, this positive experience has made me keen to reach out again as my financial needs grow. Highly recommend their professional and informative service.

Stephen Martindale

5/5

I couldn’t be happier with the service I’ve received with Cheltenham IFA. I was in desperate need for professional advice and proactive assistance in urgently setting up and transferring to a new pension provider. They went above and beyond and my new scheme is cheaper than my old one. I couldn’t speak more highly of them. Thank you for your help.

Adrian Smith

5/5

Mark has always kept me informed of the status of my investments and has been of great assistance when I've needed advice on 'what to do next'. Also, he has always found time to chat about our shared interests whenever we meet up.

LESLIE SEAL

5/5

Tara, my adviser gave me advice that i was not happy taking. She eventually convinced me to stick with it and I gave it 6 months. My fund has grown by over 10%. Thank you Tara. Great advice

Sue Roberts

5/5

I thoroughly recommend Cheltenham IFA Ltd. Ben Burgess has been our financial adviser for several years and during that time his advice and contact with us has been first class. Annual reviews have been clear, fully explained and unhurried. Portfolio growth has been consistent and dependable. He has taken the time to get to know us and understand our requirements. First Class Service.

Mike Pullan

5/5

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