3 important middle-age health rules that could prevent dementia
2nd October 2026
Dementia is one of the leading causes of later-life disability in the UK. It’s likely that you know someone who has been…
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.
Cactus Financial Planning:
Learn how financial planning can benefit you…
Get in touch todayThe 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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3 important middle-age health rules that could prevent dementia
2nd October 2026
Dementia is one of the leading causes of later-life disability in the UK. It’s likely that you know someone who has been…
How to navigate the grey areas of ESG investing
Investing in a way that reflects your values sounds straightforward. However, ESG factors aren’t always black and white. There may be grey…
5 frightful tax mistakes you should be mindful of this Halloween
Halloween: the season of ghouls, goblins, and gremlins; warlocks, witches, and wizards. Children everywhere are preparing to dress up in their most…
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