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Cheltenham Independent Financial Advisers Ltd

Cheltenham, United Kingdom (UK) · Finance and Banking

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Data quality

Complete · Accuracy

Last verified

May 2026

Overview

Cheltenham Independent Financial Advisers Ltd is a dedicated team of financial specialists based in Cheltenham, Gloucestershire, providing comprehensive and personalized advice to individuals and families across the UK. We specialize in building and protecting wealth through investment, pension planning, inheritance tax strategies, and long-term care planning, ensuring a secure financial future for generations. Our commitment lies in offering a truly independent service, prioritizing our clients' needs and goals above all else. With over 15 years of experience, we’ve built a strong reputation for delivering clear, straightforward advice and exceptional client service, consistently recognised as a Top Rated Firm by VouchedFor. We pride ourselves on our close-knit team, offering a personal touch that sets us apart, and we’re committed to helping our clients achieve their financial aspirations with confidence and peace of mind. We are also proud to be part of the Consumer Duty Alliance, demonstrating our dedication to upholding the highest standards of consumer protection in the financial services industry.

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Contact Details

+4401242269656
info@cheltenhamifa.co.uk

Cheltenham, United Kingdom (UK), 5 Royal Crescent

Founded

2007

Company Type

Private Limited Company

Employees

10-20

Keywords

#investment advice

#pension advice

#inheritance tax planning

#long term care planning

#financial advice

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