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All the financial news and views you need.

Children sitting with their grandparents on a jetty. Market volatility means thousands of families may have overpaid Inheritance Tax 14th August 2023

Thousands of families may be entitled to an Inheritance Tax (IHT) rebate due to stock market volatility. As the government does not…

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A couple meeting with a financial planner. Baffling financial jargon means Brits are overlooking ways to boost their wealth

Brits are struggling with financial jargon and aren’t sure where to start with investing. It could mean some people are missing out…

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A man and woman looking at some paperwork. 5 powerful reasons to learn more about your pension today

For many people, their pension is a crucial part of their retirement plan. With Pension Awareness 2023 starting on 11 September, it’s…

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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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