Is health insurance something you should consider?
12th January 2021
As the NHS continues to battle the challenges of Covid-19, you may be considering taking out health insurance. The pandemic means many…
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 todayWhy 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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View our latest news
Is health insurance something you should consider?
12th January 2021
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Protecting your business: What you need to know about key person insurance
If you’re a business owner, there will be plenty on your mind. From the day-to-day tasks to a long-term strategy, you’ll need…
£1.9 billion gifted to younger generations during the pandemic
The pandemic and restrictions have meant many families are struggling financially or feel insecure. Research suggests that younger generations have been turning…