Investment market update: August 2026
1st September 2026
After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your…
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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Investment market update: August 2026
1st September 2026
After months of volatility, markets were relatively calm in August, though economic data was mixed. Discover what factors may have affected your…
Why viewing your lifestyle goals as an experiment could lead to success
From abandoned new year resolutions to yet-to-be-visited bucket list travel destinations, failing to achieve the ambitious goals we set for ourselves is…
Are you supporting adult children? Here’s why it should be part of your financial plan
A growing number of families are financially supporting their children or grandchildren as they navigate adulthood. A financial plan could help you…
If you need financial advice, we are here to help. Call us on 0345 222 0275 or complete the form below & we will get in touch