Cheltenham Independent Financial Advisers Ltd
aka Cheltenham Independent Financial Advisers Ltd
About
Our close-knit team of specialists will go the extra mile to help you and your loved ones build and protect your wealth.
Source: cheltenhamifa.co.ukContact & Location
Specialisms
Regulatory Information
- FRN
- 603065
- Status
- Authorised
- Date Authorised
- 15 October 2013
- Years Authorised
- 12 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 06308841
- Company Status
- Active
- Incorporation Date
- 11 July 2007
- Directors
- 3
- Accounts Category
- Total Exemption Full
- Last Accounts Filed
- 31 March 2025
- SIC Codes
- 66190, 66290
Team (9)
Christian Lee Heeley
ApprovedCertifiedMark Jason Stanley
ApprovedCertifiedBenjamin Edward Burgess
CertifiedTara Wintour Wood
CertifiedAndrew John Mansion
CertifiedMadeleine HOLLANDS
CertifiedIsabelle Jade Vidler
CertifiedCharley Kay
CertifiedEdward Colin Cook
Certified
Google Reviews
47 reviews on Google
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Quick Facts
- Cheltenham, South West
- 12 years FCA-authorised
- 14 registered individuals
- 3 specialisms
- 5 FCA permissions
- CH 06308841
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.