An innovative & fresh approach

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…

 Get in touch today

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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What do our clients have to say?

We were particularly impressed with the support and guidance Ben provided on what to expect in the early years of retirement and how we should organise our finances. We highly recommend Ben, we know he gives us good well-informed information and advice. Lynn & Julian
We were keen to ensure that our retirement planning was on track and that when we retired, maintain our standard of living. The service we received was professional, suited to our requirements and, most importantly, easy to understand. We would highly recommend Cactus Financial Planning. Stephen & Rachael
We needed investment advice after we had received an inheritance. After discussions with Ben he put into place a strategy where we were able to use these investments to help supplement our retirement income. We have been able to use this money to help pay for holidays and even a house extension! We have always found Ben a friendly and approachable person who understands our needs and requirements. Roger
I have recently started working with Ben who provided some investment advice. He explains things in a clear and concise manner, and is approachable and proactive. I have been delighted in the advice and ongoing service provided. Les