Discover the type of clients we work with and how financial planning is key to living the life you want. We provide independent financial advice in Cheltenham and the South West for owners of small to medium size businesses, as well as people planning for their retirement. It grows, then protects its assets. It has developed and evolved and is now a plant which thrives in often hostile environments.
While its ability to adapt enables it to not only survive, but to thrive. We work with our clients to ensure they build the wealth they need to meet their life objectives. Ensuring that their plans are not blown off course by the events life throws at us all. The cactus defends its precious resources making the most of them in its pursuit of longevity.
The characteristics of a cactus perfectly reflect those of our business and how we help our clients both build and protect wealth. At the same time, we are a business which evolves, embracing the latest techniques, thinking and technology to help our clients achieve their goals.
While its ability to adapt enables it to not only survive, but to thrive. We work with our clients to ensure they build the wealth they need to meet their life objectives. Ensuring that their plans are not blown off course by the events life throws at us all. The cactus defends its precious resources making the most of them in its pursuit of longevity.
The characteristics of a cactus perfectly reflect those of our business and how we help our clients both build and protect wealth. At the same time, we are a business which evolves, embracing the latest techniques, thinking and technology to help our clients achieve their goals.
Services
We are Independent Financial Advisers based in Cheltenham with clients throughout the South-West.
We have grown rapidly since 2015, mainly due to recommendations from existing clients, solicitors and accountants.
Looking for a new challenge he left his last position in 2015 to set up Cactus Financial Planning.
Ben specialises in working with people who want to plan seriously for their retirement, as well as owners of small to medium-sized businesses.
He has also spent nearly a decade working closely with a firm of accountants based in Bristol.
We have grown rapidly since 2015, mainly due to recommendations from existing clients, solicitors and accountants.
Looking for a new challenge he left his last position in 2015 to set up Cactus Financial Planning.
Ben specialises in working with people who want to plan seriously for their retirement, as well as owners of small to medium-sized businesses.
He has also spent nearly a decade working closely with a firm of accountants based in Bristol.
You voluntarily choose to provide personal details to us via this website.
Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.
You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.
You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
That's because to truly help someone achieve their goals and objectives, we need to have a deep understanding about their financial issues and the possible solutions.
Over the years we have gained the experience, skills and knowledge to work with three distinct groups of people.
Running your business takes huge focus, we'll ensure your personal finances get the same attention.
Our financial planning will allow you to pay today's bills, while building a secure future for you and your family.
We were particularly impressed with the support and guidance Ben provided on what to expect in the early years of retirement and how we should organise our finances.
Over the years we have gained the experience, skills and knowledge to work with three distinct groups of people.
Running your business takes huge focus, we'll ensure your personal finances get the same attention.
Our financial planning will allow you to pay today's bills, while building a secure future for you and your family.
We were particularly impressed with the support and guidance Ben provided on what to expect in the early years of retirement and how we should organise our finances.
We provide Independent Financial Advice and firmly believe this benefits our clients more than some other, more restricted, models.
Creating an effective financial plan is vital to delivering the financial future that you want.
However, our independence means we can access the 'whole of the market' when we implement that plan.
We are members of the Sense Network and are authorised and regulated by the Financial Conduct Authority (FCA).
Sense Network provides our authorisation, plus a range of services which enable us to provide high-quality, independent financial advice to our clients.
Creating an effective financial plan is vital to delivering the financial future that you want.
However, our independence means we can access the 'whole of the market' when we implement that plan.
We are members of the Sense Network and are authorised and regulated by the Financial Conduct Authority (FCA).
Sense Network provides our authorisation, plus a range of services which enable us to provide high-quality, independent financial advice to our clients.
We form long-term relationships with our clients based on transparency, honesty and fairness.
We see beauty.
A living thing which protects its wealth and over time has evolved into a plant that thrives in hostile environments.
Its ability adapt to its circumstances is phenomenal, enabling it to not only survive but thrive.
The characteristics of a cactus reflect exactly those of our business and how we help our clients both build and protect wealth.
At the same time, as a business, we evolve embracing the latest techniques, thinking and technology to help our clients achieve their goals.
We see beauty.
A living thing which protects its wealth and over time has evolved into a plant that thrives in hostile environments.
Its ability adapt to its circumstances is phenomenal, enabling it to not only survive but thrive.
The characteristics of a cactus reflect exactly those of our business and how we help our clients both build and protect wealth.
At the same time, as a business, we evolve embracing the latest techniques, thinking and technology to help our clients achieve their goals.
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