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News

All the financial news and views you need.

A woman hugging her grandchild. Explained: Why your pension could become liable for Inheritance Tax 9th March 2026

Next year, a significant change to how pensions are treated when calculating Inheritance Tax (IHT) could mean more families become liable for…

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A man with a broken arm speaking with a doctor. How cashflow modelling can act as an early warning system for financial shocks

Financial shocks can have a devastating effect on your short- and long-term finances. While you can’t remove the unexpected from your life,…

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A man checking his watch. How to be a successful investor: The importance of patience

Once you’ve set out your investment goal and strategy, what comes next? Often, it’s time to test an important investment skill –…

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  • 4 surprising financial lessons you could learn from British wildlife
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  • The hidden investment risk of overlooking the bigger picture
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  • The worst piece of retirement advice you will receive
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News | 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. 

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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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