Cheltenham Wills: Cheltenham based professional will writing service

As regulated Independent Financial Advisers (IFA’s) at Cheltenham Wills we offer a cradle to the grave "one stop shop" concept covering all categories of financial planning. We are not tied to any provider which means we can source the very best solutions and cultivate genuine long term relationships with our clients.

Our expanding in-house team of experienced, professional IFA’s can provide advice on all areas of financial planning including writing a Will or Trust. Our “one stop shop” concept tries to ensure that clients have confidence that all their various financial affairs are managed and advised from “start to finish” by someone they know and trust all under one roof.

We offer a free initial consultation to individuals and companies to assess if our services are appropriate. Clients appreciate that they don’t need to have separate advisers for their will, pension, investments, mortgage or debt problems!

Our philosophy is that all these elements are linked. We strive to create financial strategies to ensure our clients reach their goals and aspirations in life from retiring and going on that once in a lifetime holiday to protecting their family through the ups and downs in life, to leaving their mark on the world by bequeathing some money to charity!

Whatever their individual life plans - we help get them fulfilled in a simple, coherent, well informed and professional manner. Every client is provided with individual bespoke solutions.

Our approach to all aspects of financial advice is built on long term time-frames. For example our investment strategies are built on diversified portfolios with long term fundamentals. We work closely with clients, local accountants and solicitors to develop our long term relationships.

We also conduct regular reviews, to take account of inevitable changes in legislation and client circumstances.

Just call Cheltenham Wills today to receive free professional advice on making your will (or to review an existing will). You can then ensure that your family’s future is secure.

Our people are important to us, making certain we provide clients with the best possible professional financial advice.

Mark Stanley Director Tel. 01242 269656
Mark is now in his sixteenth year of providing financial advice. Mark has experience working with some of the major high street banks which includes two of the leading Private Banking Organisations. Mark has been an IFA for over eight years and has considerable experience in the Investment and IHT arena. Mark also spent two years advising UK expatriates in Cyprus and therefore has valuable Offshore knowledge. Mark has higher level qualifications in Investments, Tax and Long Term Care Planning and is close to obtaining Diploma status with the CII. Mark lives in Cheltenham and recently married Christell, who is South African, so he gets a lot of grief over sport at present!

Christian Heeley Director Tel. 01242 269656
Christian has been in financial services for twelve years operating in the Bancassurance, Stock broking, Private Banking and IFA environment over this time. Christian has higher level qualifications in the Investment, Pension, and Long Term Care planning areas, and is qualified to give Mortgage advice. Christian lives near Tewkesbury and is married to Ellie with two daughters aged six and four. Christian has been a season ticket holder at Gloucester Rugby Club for Seven years and plays five-a-side football regularly.

Christell Stanley Business Development Manager Tel. 01242 269656
Christell is our PMI specialist. She has worked in the medical and pharmceutical industry for 8 years before joining our company. She is highly specialised in this field and acts as independent broker. Christell left her home country South Africa in 2006 to continue working in the pharmaceutical industry in the UK. Work placed her in Cheltenham and that is where she met the love of her life Mark. Christell loves dogs, cooking tasty and different meals and peanut M&M’s.