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HDA - Chartered Financial Planners

(50)

Confidence
Pension
Information

“I was introduced to Peter Clark through my workmates who had pension dealings themselves.Myfirst meeting was extremely informative on my pensions that i had and i agreed to sign up to HDA financial planners.My meetings with Peter benefitted me dur...”

FAQs

Are you independent?

Yes. We believe this is the best option for our clients. We are free to source the best products and funds to suit you and your requirements. We work for you and represent you.

What happens if my Financial Planner is away on holiday?

All our planners have a support team to deal with administration and enquiries. If advice is required, one of our other planners will be able to access your records and provide the assistance you need.

What do you charge for a financial plan?

The cost of a financial plan will vary depending on the complexity of your situation, and therefore the amount of work required. We will explain our fees in our initial meeting, and all fees will be discussed and agreed before any work is undertaken.

Do you take a percentage or are your fees fixed?

Our initial fees are agreed with you in advance and are based on the nature and complexity of the planning required. We do not charge percentage fees.

How do I cancel my ongoing service agreement with you?

You may terminate our authority to act on your behalf at any time. Notice is required in writing and will take effect one calendar month from the date of receipt. For further information please refer to our latest Client Agreement.

More information can also be found on the FAQ page of our website.

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Parker Financial Advice

(50)

Team
Pension
Knowledge

“Parker Finance Advice have been brilliant! They helped me get a hold of and plan my pensions after years, no decades, of neglect. John, Ben and Rob were so helpful, great at explaining the process and offered unvarnished realistic advice which I trus...”

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Boote Financial Planning

(50)

Meeting
Future
Knowledge

“Dan and his team have been looking after our finances for a number of years. In this time we have found him to be knowledgeable and understanding of our needs and able to offer advice tailored to us. He is always approachable and efficient in answeri...”

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Piercefield Oliver Independent Financial Adviser

(27)

Do You Have Service Standards?, Do I Need to Buy a Product From You to Pay For Your Time?, Is Your Advice Independent or Restricted?

“I wish more companies were like this! Having found Piercefield Oliver via an Amicable podcast (another great divorce related company) I was afforded a lengthy conversation, first with Matt who was very friendly and helpful and then with Louise who g...”

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Renaissance Finance Equity Release Cheltenham

(35)

Business
Questions
Hiccups

“Ian was extremely supportive and allowed me time to consider my options, he found me a wonderful option for my lifetime mortgage with a very good interest rate. I will most certainly recommend his services to family and friends Eleanor Coghlan Posit...”

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Cheltenham Independent Financial Advisers

(27)

Pension
Service
Investments

“Ben Burgess took time to review our financial situation and to come back with clear recommendations. He listened carefully to our questions and helped us implement a new approach. We are glad of his support, and that of Cheltenham Independent Financi...”

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Rockwealth

(12)

Information
Future
Portfolio

“Very friendly company, very helpful. Our investments haven't being doing badly either! Very comprehensive review every year, letting us know what has happened over the past twelve months and giving some predictions for the future.”

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Fran Coulter - Financial Planner

(34)

Advisor
Mortgage
Family

“What a joy to find real people who really want to help!! We work with FRC a lot at Winkworth Cheltenham and its the perfect partnership. Our clients always get the calls they are expecting and the best advice. Its great to have independent advice yo...”

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De Lisle Financial Planning

(21)

Team
Retirement
Family

“James de Lisle has been providing my husband and I with independent financial advice in relation to our retirement plan for a number of years. His advice has always been clear and informative, delivered in a timely and professional manner. James give...”

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Paish Tooth - Part of Griffiths Marshall Business Advisory

(8)

Outsourced Accounts, Accountancy, Tax Planning

“Paish Tooth are a highly professional business. They are very knowledgeable and are always happy to help even at short notice when needed. I have built my business over past 10 years and they have supported me every step of the way from book keepi...”

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Altior Asset Management

(16)

Choice
Understanding
Family

“I have worked with Rob and his team for some time now and I have only ever had great feedback to share from myself and from clients. Thank you for all of your hard work.”

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Randall & Payne

(8)

Payroll & Auto Enrolment

“Rachel has been amazing helping me with my taxes, which were quite complex due to me coming from Germany, and being a Dutch national. Don't know what I would have done without her!”

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Ashlea Financial Planning

(4)

Retirement Planning, Tax and Estate Planning, Wealth Management

“I was lucky enough to do a week's work experience here a few years ago (I'm now a banker). I found Ashea to be a very well-run firm, that gives sound financial advice to all clients. While I didn't use their services, I sat in on many a meeting, and ...”

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Hazlewoods and Hazlewoods Financial Planning

(3)

“We spoke to Peter Griffiths for accounting advice and found his knowledge of the farming industry and the rules around tax to be extremely helpful. Highly recommend him for all the farmers.”

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Raymond James Investment Services, Cheltenham Spa

(6)

Investment Services, Working With You

“Personal service, integrity, confidence and discretion based on a continuity of understanding of personal and family financial needs and constraints are vital in this business. You need to know, if you do not have a relationship already, that the per...”

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Aspire Financial Planning Cheltenham

(8)

Remortgage
Service

“Aspire Financial Planning did a marvellous job of sorting out our recent remortgage for us. They are proactive and very efficient keeping us informed during each stage of the process. We will definitely use Aspire Planning to help us in the future.”

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Montpellier Asset Management

(4)

Mortgage

“We asked Will to help us out with our mortgage as the last fixed term was coming to an end. His professionalism and understanding were outstanding as listened to what our requirements were and acted accordingly. We were not offered anything we didn't...”

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Stratus Home Finance

(13)

Mortgage

“Fantastic service. Helped us buy our very first home almost 4 years ago & it's almost time to remortgage. My husband and I would highly recommend Jeremy!”

Featured

After more than 30 years of advising, itâs time for me to step back from helping you find mortgages and insurance and to focus on arranging wills â and some exciting personal projects!nnBut, while itâs time for me to move on, Iâm not leaving you to fend for yourself!nnI wouldnât be happy to move on had I not made arrangements for you to be taken care of in future.nnIâve secured a partnership with The Right Advice â a team Iâve worked with for over four years, and a safe pair of hands for your future mortgage and insurance needs. nnI can personally vouch for their approach, expertise and personal service. Like me, they put their clients at the heart of everything they do â and Iâm happy youâll be well looked after. nnFrom now on, if youâve any questions about your mortgage or insurance â or if you have friends and family that need advice â call The Right Advice team on 01564 791120. nnIâm confident youâll be delighted with their service.nnWills and powers of attorney í ½í± still open for business!nnWills and powers of attorney are a vital part of making sure your family are provided for. Iâm continuing to provide my will and power of attorney services â so do get in touch if I can help with either (or both).

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Neil Gayler & Co

(2)

“Neil gave me a Zoom consultation as I had asked for some advice about a pension. He was really helpful and made everything clear - I relayed the information to my mum and she said that's such sound advice. He suggested other options for me and I thin...”

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ADM Accountancy Services

(1)

R&D Tax Credits, Annual Accounts, Business Start-Ups

“A friendly, professional company who are always keen to help! Have supported my small, growing business for many years and seen me through sole trader to Limited status and digital accounting with Zero.”

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The Wealth Harbour Limited

(4)

Retired
Team

“I was one of the first clients to join James Dent at The Wealth Harbour and benefit from his expert advice. At my initial contact meeting I asked James to help me create a legacy for my family with trust funds which would be safeguarded against all t...”

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Ipipeline UK - Cheltenham Office

(3)

“It's a fabulous place to work... I know this because I work there :-D”

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JFS Cheltenham

(3)

“Garry Brookes provided me with all I can say is the perfect advice and service a first time buyer could've wished for. Always available for advice when needed and was a major factor in my house purchase. I would recommend without hesitation.”

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Armstrong Wolfe

(1)

“Amazing company. Could not be more happy to be a Managing Partner.”

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Average Cost	£3715
Minimum cost	£1239
Maximum cost	£10525
Avg Per Hour Rates	£373

Best Financial Advisors in Cheltenham

The highest-rated Financial Planning & Wealth Management companies out of 47 vetted & reviewed in the Cheltenham area.

HDA - Chartered Financial Planners

Parker Financial Advice

Boote Financial Planning

Piercefield Oliver Independent Financial Adviser

Renaissance Finance Equity Release Cheltenham

Cheltenham Independent Financial Advisers

Rockwealth

Fran Coulter - Financial Planner

De Lisle Financial Planning

Paish Tooth - Part of Griffiths Marshall Business Advisory

Altior Asset Management

Randall & Payne

Ashlea Financial Planning

Hazlewoods and Hazlewoods Financial Planning

Raymond James Investment Services, Cheltenham Spa

Aspire Financial Planning Cheltenham

Montpellier Asset Management

Stratus Home Finance

Neil Gayler & Co

ADM Accountancy Services

The Wealth Harbour Limited

Ipipeline UK - Cheltenham Office

JFS Cheltenham

Armstrong Wolfe

Retirement Planning and Investment Management Services in Cheltenham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Cheltenham

Popular in Cheltenham