Client stories | Independent Financial Advice in Cheltenham and the South West | Cactus Financial Planning
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Client stories

We are proud of the work we do for our clients; here are some of their stories.

Dealing with the here and now, while planning for the future Dealing with the here and now, while planning for the future 5th October 2017

Why did John and Becky contact us? John and Becky are both in their late 40s and have two dependent children; a…

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Helping successful business people manage their personal finances

Why did Hannah approach us? Hannah was in her early 50s when she was introduced to us by her accountant. Typical of…

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Time to take retirement planning seriously Time to take retirement planning seriously

Why did Chris approach us? Chris was 10 years away from when he thought he wanted to retire. During his life he’d…

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Client stories | Independent Financial Advice in Cheltenham and the South West | Cactus Financial Planning

Cactus Financial Planning provides independent financial advice in Cheltenham and the South West.

0345 222 0275

admin@cactusfp.co.uk

IASME

Location

12 Imperial Square,
Cheltenham,
GL50 1QB
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Cactus Financial Planning Limited is registered in England and Wales. Registered No: 09755704. Registered Address: 12 Imperial Square, Cheltenham, GL50 1QB. Cactus Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. 

Cactus Financial Planning Ltd is entered on the Financial Services register (www.fca.org.uk/register) under reference number 990743. 

The information contained within this website is subject to the UK regulatory regime and is therefore targeted to consumers based in the UK. 

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit https://www.financial-ombudsman.org.uk

 

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