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All the financial news and views you need.

A couple reviewing paperwork together. Why taking your pension as a lump sum could leave you with a huge tax bill 15th August 2024

Taking a lump sum out of your pension could provide you with more financial freedom. Yet, it could also land you with…

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A couple toasting with a glass of wine. Could “lifestyle creep” affect your retirement plans?

When you received your last promotion or pay rise, your first instinct might have been to celebrate by splashing out on a…

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Parent and child holding hands. Inheritance Tax: The basics you need to know about the “death tax”

Often dubbed “death tax” or “Britain’s most-hated tax” in the media, Inheritance Tax (IHT) may seem complex, and you might be unsure…

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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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