Cheltenhame IFA Reviews

Lorenzo Ronconi 2025.11.19

     

Andy Mansion was very helpful and polite when explaining his perspective on my overseas residency issue.

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Reply from Cheltenhame IFA 2025.11.24

Lorenzo, thank you for taking the time to leave this review. I’m glad our conversation was still helpful, even though we weren't able to offer you ongoing support. We're pleased the perspectives Andy shared offered some clarity. Should your circumstances change, or if you ever need guidance in other areas of your financial planning, we’d be happy to speak again.

Thank you once more for sharing your experience and for helping others understand the support available.

From Andy and the team at Cheltenham IFA

Paul 2025.11.07

     

Welcoming, knowledgeable and respectful appointment with Maddie and the team. Would highly recommend contacting the team if you’re considering any financial assistance in planning for your future!

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Reply from Cheltenhame IFA 2025.11.13

Paul we are so pleased to hear that your appointment with Maddi was welcoming and informative. It’s great to know you felt supported and confident that we understood what you were looking to achieve. We look forward to helping you plan your future!

Maddi and the team at Cheltenham IFA

Graham Miller 2025.10.17

     

Great organisation with a laser focus on optimising your wealth plan

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Reply from Cheltenhame IFA 2025.10.22

Thank you, Graham, for sharing your kind feedback. It’s always a pleasure to hear from long-standing clients like yourself who have been part of our journey for many years. We truly appreciate the trust you’ve placed in us to help you optimise your wealth plan and achieve your financial goals. Your testimonial video on our website has also been invaluable in helping others understand what it’s like to work with us and the benefits of a structured, forward-looking financial plan.

Thank you again for your continued support, Graham.

Tara and the team at Cheltenham IFA.

John Mills 2025.08.13

     

I had an initial chat with Madeleine. It quickly became apparent that Cheltenham IFAs did not offer one-off financial advice so we quickly ended the call.

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Reply from Cheltenhame IFA 2025.08.20

Thank you, John, for taking the time to share your feedback following your initial call with Madeleine. We are sorry to hear that our service model was not the right fit for what you were looking for. Our approach is designed to provide clients with ongoing financial planning and investment management, rather than one-off or standalone advice. This allows us to build long-term relationships, regularly review plans, and adapt them as circumstances change, which we believe is the best way to give clients confidence in their retirement planning and wider financial future.

We appreciate you reaching out to us and we hope your conversation helped clarify the different advice options available. Should your needs change in the future, and you decide you would like a more comprehensive, ongoing service, we would be very happy to talk again. In the meantime, we wish you every success as you plan towards retirement.

Dincan Nottingham 2025.08.12

     

Would recommend ( And have!) to anyone who needs any advice on their pension! Great service!

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Reply from Cheltenhame IFA 2025.08.19

Thank you very much, Duncan, for your kind review and for recommending us to others. It’s great to know that the pension advice and support you’ve received has been valuable and given you confidence to share your experience.

Helping clients make informed decisions about their pensions is at the heart of what we do, and your feedback is a real encouragement. Personal recommendations mean a great deal, as they reflect the trust built through clear and practical advice.

We look forward to continuing to support you, and if you or those you’ve recommended ever need further guidance, we are here to help.

From Tara and the team at Cheltenham IFA

Donald Potter 2025.07.22

     

Andrew was very helpful and explained things in a way I understood .

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Reply from Cheltenhame IFA 2025.07.29

Dear Don,

Thank you for taking the time to leave a review. I'm really pleased to hear that you found our discussions helpful and the explanations clear and easy to understand. Making financial planning accessible and straightforward is always a priority, so it's great to know that this came across during our time together.

Best wishes,

Andrew and the team at Cheltenham IFA

Philip Raymond 2025.07.10

     

We always receive professional, friendly and sound advise from Ben Burgess and have happily recommended this company to friends and family.

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Reply from Cheltenhame IFA 2025.07.17

Thanks so much, Phil. We're really pleased to hear you've had consistently positive experiences with Ben, and it’s great to know the advice has felt professional, friendly and reliable.

It genuinely means a lot that you’ve recommended us to friends and family — that kind of trust is something we never take for granted. We always aim to offer clear, straightforward guidance that helps our clients feel confident about their financial plans.

If there's anything you need down the line, just let us know — we're always happy to help. Otherwise, we'll look forward to seeing you at your next review.

All the best,
Ben and the team at Cheltenham IFA

David Routledge 2025.07.06

     

We had a good meeting with Madeline, she informed us on where investments were heading.

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Reply from Cheltenhame IFA 2025.07.08

Thank you, David, for taking the time to share your thoughts. We're pleased to hear that your recent meeting with Madeleine was a positive experience and that the discussion around your investments proved useful.

Our aim is always to provide clear, relevant advice that supports your financial goals and helps you feel informed about the direction of your investments. It's encouraging to know that this came through in your conversation.

We appreciate your feedback and look forward to continuing to support you in the years ahead.

Kindest regards,
The Cheltenham IFA Team

Steve Comer 2025.06.05

     

Have used Cheltenham Independent Financial Advisors to bring together all my pensions. Have found them very professional, personable and efficient. Would recommend.

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Reply from Cheltenhame IFA 2025.06.11

Thank you, Steve, for taking the time to leave your review. We're so pleased to hear that you've found your experience with Cheltenham Independent Financial Advisors to be professional and positive. Bringing pensions together can often feel complex, so it’s great to know that we’ve helped make the process more straightforward for you.

We always aim to offer clear, tailored advice that makes a real difference to our clients’ financial planning, and your feedback reflects exactly what we strive for. Recommendations like yours are genuinely appreciated, and we're grateful for the trust you've placed in us.

Ben and all the team at Cheltenham IFA.

Terence Evans 2025.06.05

     

Ben volunteered to visit me in Bristol eor the second time this year to explain his proposed actions and get my agreement. He was on time and it was a pleasant visit.

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Reply from Cheltenhame IFA 2025.06.10

Thank you for taking the time to share your thoughts. It was a pleasure to visit you in Bristol again and I really appreciate the opportunity to talk everything through in person. I’m glad to hear you found the meeting clear and that the visit was a positive experience.

Providing clarity and personal support is central to how we work, and I’m pleased that approach continues to be helpful. Your feedback means a great deal and helps to highlight the value of building trusted, long-term relationships.

Thank you again for your kind words. Should anything come up or if you ever have questions, please don’t hesitate to get in touch.

Ben and the team at Cheltenham IFA.

David Hobday 2025.06.02

     

A pleasure as always to see Tara wood

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Reply from Cheltenhame IFA 2025.06.02

Hi Dave,

Thanks so much for your kind words. It’s always a pleasure to see you too, and we really value the long-standing relationship we’ve built over the years.

Tara is committed to providing advice that’s not only clear and practical, but also personal to your goals and circumstances. It means a lot to hear that you continue to feel well looked after.

Thanks again for your trust and ongoing support — and for taking the time to leave a review. We look forward to catching up again soon.

Best wishes,
The Cheltenham IFA Team

Keith Ferguson 2025.05.09

     

So far very helpful but only been with you less than a year.

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Reply from Cheltenhame IFA 2025.06.02

Hi Keith,

Thanks for leaving a review — it’s great to hear you’ve found things helpful so far. As we’re still in the early stages of working together, it’s good to know you’re feeling positive about the support you’ve received.

We’re all about building long-term relationships, so we look forward to helping you navigate whatever comes next and making sure your plans stay on track. If there’s ever anything you’re unsure about or want to revisit, just let us know — we’re always happy to help.

Thanks again for your feedback, and for choosing to work with us.

Best wishes,
The Cheltenham IFA Team

Andre Bayliss 2025.03.25

     

I have dealt with Ben for a few years, following the acquisition of my former IFAs business. Ben is realistic in his approach and tells it as it is. He has certainly helped bring a bit of stability to my pension pot... long may it continue. Not keen on the fees, but I guess you get what you pay for! 🙂

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Reply from Cheltenhame IFA 2025.03.31

Thank you so much Andre for your five star review. It has been a pleasure to work with you and we look forward to doing so for years to come!

James 2025.03.06

     

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!

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Reply from Cheltenhame IFA 2025.03.06

Thank you so much for taking the time to leave such a positive review. It’s a pleasure to be able to support you with your financial planning.

Mark Garland 2024.10.16

     

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 .

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Reply from Cheltenhame IFA 2024.10.17

Many thanks for the feedback and comments Mark, really appreciated. I'm delighted the team and myself have been able to help navigate your financial goals and priorities successfully.

Robert Johnson 2024.04.08

     

An outstanding Independent Financial Advisory Company, comprising of the highest calibre of friendly professionals, able to cater for all personal, financial scenarios. My wife and myself, first sought advice with CIFA Ltd, for Investment and Pension matters in 2013, and this has continued for the past seven years. Our IFA, Tara Wood, has shown such a high level of friendly professionalism , not encountered by myself with previous IFA's, coupled with great empathy for certain situations which have arisen. Her advice has always been flawlessly reliable, and, therefore, we would not hesitate to discuss any arising financial situation, no matter how difficult, with her! So different from previous IFA's which we have encountered! This is particularly true with regard to my wife discussing financial matters with Tara, who explains her reasoning in lay mens 'easy to understand' terminology. Indeed, we have recommended female friends to Tara for this very reason. So impressed were we with Tara's financial advice, that we, on her recommendation, sought to amend our 'Will', with CIFA Ltd. This was excellently facilitated, again, in a highly professional, friendly and empathetic manner by Andrew Mansion, who left 'no stone unturned' in the process. I would also like to mention the Administrative Department, under the guidance and management of Dawn Peacock, for its ultra-efficient and friendly professionalism exhibited during our dealings with CIFA Ltd. A truly fantastic IFA Outfit who, in addition to all the positives given, facilitate 'fast response' times, high quality, and offer excellent 'value for money'. We look forward to remaining with them, regarding our financial matters, for many years to come. Both my wife and myself, cannot recommend CIFA Ltd enough!

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Reply from Cheltenhame IFA 2021.01.19

Many thanks for your lovely feedback Robert.
From all of the team at Cheltenham IFA

Adrian Smith 2024.03.30

     

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.

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Reply from Cheltenhame IFA 2024.04.04

Thank you for taking the time to leave us such a positive review Adrian, it means a lot.

Red Fox 2024.03.13

     

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.

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Reply from Cheltenhame IFA 2024.05.07

Thank you so much for your positive review. It is always very rewarding to be able to help our clients plan for their retirement and leave no question unanswered. It has been a pleasure working with you so far and we look forward to discussing things with you again later this year.

Stephen Martindale 2024.03.13

     

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.

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Reply from Cheltenhame IFA 2024.03.13

Thank you so much for such a positive review, Stephen. It has been a pleasure to work with you in getting your pension plans organised. Often we don't realise that there is a more suitable and cost-effective option, and I'm really glad we were able to help you with this. Look forward to speaking to you again soon.

Philip Whatmough 2024.03.09

     

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Reply from Cheltenhame IFA 2024.03.12

Hi Phil, thank you so much for taking the time to leave us a five star review. We really appreciate it.