Cheltenham Independent Financial Advisers Ltd - Cheltenham

Okay, here’s a detailed description of Cheltenham Independent Financial Advisers Ltd, crafted to be helpful and informative, suitable for someone seeking financial advice:

Cheltenham Independent Financial Advisers Ltd: A Comprehensive Overview

For individuals and families in Cheltenham and the surrounding areas seeking expert financial consulting services, Cheltenham Independent Financial Advisers Ltd presents a compelling option. Located at 5 Royal Cres, Cheltenham GL50 3DA, United Kingdom, this firm offers a personalized and responsive approach to wealth management. Their dedicated phone line, 1242269656, allows for direct contact and initial consultations. A comprehensive overview of their services can be found on their website: cheltenhamifa.co.uk.

Key Features & Services

Cheltenham Independent Financial Advisers Ltd distinguishes itself through a commitment to providing tailored advice. They operate as an independent firm, meaning they are not tied to any specific financial product providers, allowing them to offer unbiased recommendations based solely on the client’s best interests. The firm offers a range of services, likely encompassing pension reviews, investment planning, and potentially estate planning, although specifics should be confirmed through direct contact. Notably, they cater to clients’ needs through online appointments, demonstrating a dedication to convenience and accessibility. Furthermore, they provide onsite services, ensuring a face-to-face experience for those who prefer it.

Accessibility & Facilities

Recognizing the importance of inclusivity, Cheltenham Independent Financial Advisers Ltd has prioritized accessibility. The premises feature a wheelchair accessible entrance, wheelchair accessible parking, and a wheelchair accessible restroom. A gender-neutral restroom is also available, along with standard restrooms. The firm is committed to creating a welcoming environment for all, including being LGBTQ+ friendly and maintaining a transgender safespace. It’s advisable to book an appointment in advance to ensure availability. On-site parking is readily available for clients.

Client Feedback & Reputation

Cheltenham Independent Financial Advisers Ltd has garnered positive attention within the local community, as evidenced by 32 reviews on Google My Business. The average opinion is 4.8/5, reflecting a high level of client satisfaction. The feedback suggests a strong emphasis on personalized service and a thorough understanding of individual client circumstances. It appears that clients appreciate the detailed explanations provided by advisors, particularly when it comes to complex financial matters like pension transfers, as indicated by several positive comments regarding the expertise of advisors like Ben and Maddie. They seem to prioritize building a solid understanding of a client’s lifestyle and requirements before offering any guidance.

Recommended Contact Information

Address: 5 Royal Cres, Cheltenham GL50 3DA, United Kingdom
Phone: 1242269656
* Website: cheltenhamifa.co.uk

Concluding Recommendation

Based on its commitment to independent advice, accessibility, and positive client feedback, Cheltenham Independent Financial Advisers Ltd appears to be a reputable and reliable choice for individuals seeking professional financial guidance. We strongly encourage anyone considering a financial consultant to visit their website at cheltenhamifa.co.uk to learn more about their services and schedule a consultation. Don't hesitate to contact them directly at 1242269656 to discuss your specific financial needs and explore how they can help you achieve your goals.

👍 Reviews of Cheltenham Independent Financial Advisers Ltd

James

5/5

Great service and advice from Maddie. She gets know you and gains a full understanding of your lifestyle and requirements before advising. Highly recommend her and I have several times!

Red F.

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.

Mark G.

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 .

Stephen M.

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.

Sue R.

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.

Adrian S.

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.

Mike P.

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