Top Rated Firm 2026
518 reviews | 5 verified advisers
Review for Izzy Vidler
What could they have done better?
Nothing.
What were the circumstances that caused you to initially look for a financial adviser?
We had funds available for investment and therefore needed advice.
How has Izzy helped you?
Izzy explained how our investments are progressing in a very clear way.
Have you seen the outcome you were hoping for?
Yes.
Review for Tara Wood
What could they have done better?
Keep doing what she is doing. Excellent
What were the circumstances that caused you to initially look for a financial adviser?
Investment and pension advice
How has Tara helped you?
Improved our investment and pension pot
Have you seen the outcome you were hoping for?
Yes
Review for Ben Burgess
What could they have done better?
Nothing. Everything if good from our point of view.
What were the circumstances that caused you to initially look for a financial adviser?
We have been with Cheltenham IFA and its predecessors for a number of years. Initially our investments were very concentrated but since taking advice these have been widely diversified to give greater protection against market fluctuations.
How has Ben helped you?
Ben has has given a general review to us annually. He has also made some good reccomendations which we have adopted.
Have you seen the outcome you were hoping for?
yes
Review for Ben Burgess
What could they have done better?
I doubt it.....
What were the circumstances that caused you to initially look for a financial adviser?
I was made redundant, and wanted to consolodate a collection of small work pensions, and look at plans for the future in a hope to maybe retirering or cutting my working week earlier.
How has Ben helped you?
Advised, consolodated and set up a savings plan to run alongside my pension.
Have you seen the outcome you were hoping for?
I have been very happy with the growth of the pots.
Review for Madeleine Hollands
What could they have done better?
Nothing to add here
What were the circumstances that caused you to initially look for a financial adviser?
I have had a relationship with CIFA for approx. 20 years. I wanted objective, reasoned advice and not be subject to the feeling I was being sold too. I feel that CIFA offer a good balance of proactive advice without be patronising.
How has Madeleine helped you?
Ongoing advice on tax efficiency and inheritance planning
Have you seen the outcome you were hoping for?
Currently both my ISA's and SIPP are seeing healthy growth that i'm more than happy with. I also feel I can see a path of minimising my IHT liabilities.
