Financial Advisers
in Cheltenham

We are an Independent Financial Planning firm of Advisers, Technicians, Para-planners and Client Service Administrators. We have a wealth of experience and expertise in providing advice on many aspects of financial planning and wealth management.

Rob Akester, a qualifed Independent Financial Adviser, formed the company and has provided face to face financial advice to clients throughout Gloucestershire for over 20 years. Rob is married with two student sons and has lived in Gloucester for over 30 years. He enjoys walking the family dogs (pug and a labrador) and various sports, including social golf.

RT Financial Planners Limited is a successful, forward-thinking firm of Gloucestershire-based, independent financial advisers with offices in Cirencester and Winchcombe. We offer a wide range of financial services, from straightforward ISAs to much more complex and holistic retirement, trust and estate planning.

Go IFA provides independent financial services to individuals, companies, trustees, charities, sports clubs, affinity groups and societies. Our advisors are located throughout the UK. We pride ourselves on our client focussed approach to financial advice and believe that well informed people make better financial decisions. We use a clear and transparent fee structure.

We are a small friendly firm offering a free, no obligation financial review. We’ll explain all the jargon clearly and you can ask as many questions as you like…… The Lief team is based in Stroud, Gloucestershire and has a diverse client base from all over the UK and abroad. With modern methods of communication, distance is rarely an issue.