Our wealth management services
Based in the centre of Cheltenham, we are proud of our local expertise.
The team is part of one of the UK’s largest and longest-established wealth management firms.
Find the right service for you below.
Plan your visit
For new clients, please complete our enquiry form or give us a call on 0207 399 0000.
For existing clients, if you have already arranged a meeting then we can help you plan your visit. Give us a call on 01242 307 001.
Make sure to check the accessibility information below, and let us know if you require special assistance.
Our address is: Festival House, Jessop Ave, Cheltenham, GL50 3SH
Available assistance
Disabled parking
Available parking is at the front of the building, which is exclusively for people who are attending a meeting at our offices.
Signage
The building has lifts and signage to assist disabled persons.
Wheelchair access
Access to the building can be obtained by using the lift to the 3rd floor and using the intercom to contact reception.
Induction loop
There is no induction loop fitted within the office. Writing materials will always be available if this is your preferred method of communication.
Toilets
There are disabled toilets within the building which you can access using the lift.
Lifts
Signage will denote which floor the lift stops at.
Stairs
Stairs and landings are adequately signed and illuminated.
Fire exit
Where required a member of the company will help you leave the building safely.
