About us

Learn more about us and why we do what we do.

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About you

Discover the type of clients we work with and how financial planning is key to living the life you want.

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Why Cactus?

Why should you choose us as your financial planner?

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Welcome to Cactus Financial Planning

We provide independent financial advice in Cheltenham and the South West for owners of small to medium size businesses, as well as people planning for their retirement.

The cactus perfectly encapsulates what we do for our clients.

It grows, then protects its assets. It has developed and evolved and is now a plant which thrives in often hostile environments. While its ability to adapt enables it to not only survive, but to thrive.

We work with our clients to ensure they build the wealth they need to meet their life objectives. Ensuring that their plans are not blown off course by the events life throws at us all.

Why choose us?

Cactus Financial Planning:

  • Provides independent financial advice
  • Is independently owned
  • Is based on long-term client relationships

Learn how financial planning can benefit you…

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Why Cactus?

The cactus defends its precious resources making the most of them in its pursuit of longevity.

The characteristics of a cactus perfectly reflect those of our business and how we help our clients both build and protect wealth. At the same time, we are a business which evolves, embracing the latest techniques, thinking and technology to help our clients achieve their goals.

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Cactus Feature

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Your essential guide to ISAs

ISAs are an incredibly important part of many financial plans, whether you’re saving for a short-term goal or investing for a long-term…

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What do our clients have to say?