When you think of TV shows that can teach you valuable financial lessons, Bridgerton probably isn’t the first one that comes to…
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
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.Read more
View our latest news
Being a trustee comes with many responsibilities, and, in some cases, you will need to register a trust with the Trust Registration…
Next year, Boris Johnson’s social care cap will be introduced. So, what is it and what does it mean for you? The…