Cactus Financial Planning

About Us

Cactus Financial Planning is a team of experienced and passionate financial advisors based in Cheltenham, serving clients throughout the South West. We take a holistic approach to wealth management, partnering with you to achieve your financial goals and secure your future.

Our name, "Cactus, " perfectly encapsulates our philosophy. Like the resilient cactus, we grow and protect our assets, allowing them to flourish in both calm and challenging environments. We adapt to your unique needs, embracing the latest financial tools and technologies to ensure you achieve your goals.

Who We Work With

Our particular skills and expertise mean we tend to work with three types of people:

1. People planning for retirement: We help you create a tailored plan to secure your future and achieve the lifestyle you desire in your golden years.

2. Owners of small to medium-sized businesses: We understand the unique financial challenges and opportunities you face, and provide tailored guidance to ensure financial stability alongside business growth.

3. Fortysomethings: We guide you in planning for the future, ensuring you can meet your financial obligations while securing your long-term goals.

Why Choose Cactus Financial Planning?

You choose Cactus Financial Planning because:

• We provide independent financial advice, meaning we are not beholden to any particular institution or product.
• We are independently owned, ensuring our recommendations are always in your best interests.
• We prioritize long-term client relationships, working collaboratively with you every step of the way.

Our Approach

We take a holistic approach to financial planning, considering your unique circumstances, goals, and aspirations. We focus on:

• Understanding your financial situation: We meticulously assess your current financial status and goals.
• Developing a personalized plan: We work with you to create a customized plan tailored to your needs and aspirations.
• Providing ongoing guidance: We review and adjust your plan regularly to ensure it remains effective and adapts to changing circumstances.

Get in touch today to schedule a consultation and discover how Cactus Financial Planning can help you achieve financial security and live the life you desire.