Russell Pike Financial Management

Welcome to Russell Pike Financial Management, a small and personal Partner Practice based in the heart of Cheltenham. Our Practice specialises in later-life financial planning and retirement planning, providing guidance and advice to individual clients and small businesses in various areas such as Investment Planning, Retirement and Pension Planning, Inheritance Tax Planning, Long-term Care Options, and Intergenerational Financial Planning.

Our Philosophy

At Russell Pike Financial Management, we put our clients at the centre of everything we do. We believe that individual circumstances and objectives are unique, and we work hard to establish long-term relationships with our clients. We understand that our clients' financial situations are complex and that one-size-fits-all solutions do not exist. We provide tailored solutions designed to make it easier and simpler for our clients to manage their wealth in a way that reflects their personal circumstances, both now and in the future.

Services

We provide a wide range of services whether you are looking to build, grow, protect, or preserve your wealth. Our services include:

• Investment Planning: We help you grow your wealth through a range of investment opportunities.
• Retirement and Pension Planning: We provide guidance on how to plan for your retirement and ensure a secure financial future.
• Inheritance Tax Planning: We offer advice on how to mitigate the impact of inheritance tax on your family's assets.
• Long-term Care Options: We help you plan for long-term care expenses and ensure that you are covered for any unexpected events.
• Intergenerational Financial Planning: We work with families to plan for their financial future and ensure that their assets are used to benefit future generations.

St. James's Place

Russell Pike Financial Management is part of the St. James's Place Group, one of the largest financial advice companies in the UK. With over 1,000,000 clients and over 168 billion of investments managed, we are part of a network of financial advisers who provide high-quality advice and services to individuals and small businesses.

The Benefits of Working with Us

When you work with us, you can expect:

• One-to-one financial advice tailored to your unique needs and goals.
• Access to a wide range of products and services designed to meet your financial needs.
• Ongoing support and guidance to ensure you stay on track with your financial plan.
• The backing of the St. James's Place Group, which employs some of the top financial services professionals in the industry.

About St. James's Place

St. James's Place was founded in 1991 and is one of the largest financial advice companies in the UK. With a network of over 5,000 financial advisers, we are committed to providing high-quality advice and services to individuals and small businesses. Our investment approach is centered around selecting first-class managers from the global investment market to manage our funds.