Cheltenham Independent Financial Advisers Ltd

Reference number: 603065

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Authorised by the FCA

This firm is on the FCA register and authorised to carry out regulated activities.

Identity

Check their details

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

Company details

From the company's Companies House record.

Company number
06308841
Company status
Active
Company type
Private limited company
Incorporated
11 July 2007 (19 years old)
Registered office
5 Royal Crescent, Cheltenham, Gloucestershire, GL50 3DA
Nature of business
  • Activities auxiliary to financial intermediation not elsewhere classified (SIC 66190)
  • Other activities auxiliary to insurance and pension funding (SIC 66290)

Current directors and secretaries

Name Role Born Appointed
Mark Jason Stanley Director May 1972 6 Apr 2008
Christian Lee Heeley Director Oct 1973 10 May 2008
Johan William Zethraeus Director Nov 1963 7 Jul 2025
Ellen June Heeley Secretary Not published 11 Jul 2007

Check on the FCA register → Report a scam →

Activities and protection

What they can do, and how you are protected

  • Give regulated advice FSCS may apply
    A claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
  • Manage or trade investments FSCS may apply
    Eligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.

    Check your FSCS cover →

Show FCA detail (4 permissions)
  • Advising on investments (except on Pension Transfers and Pension Opt Outs)
  • Advising on Pension Transfers and Pension Opt Outs
  • Arranging (bringing about) deals in investments
  • Making arrangements with a view to transactions in investments

Complaints: You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

Track record

FCA actions and complaints

No FCA disciplinary action, and no complaints recorded with the Ombudsman.

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Common questions

Frequently asked questions

Is Cheltenham Independent Financial Advisers Ltd FCA authorised?
Yes, Cheltenham Independent Financial Advisers Ltd (FRN 603065) is authorised by the FCA to carry out regulated activities.
Is my money safe with Cheltenham Independent Financial Advisers?
It depends on the product, but eligible claims may be protected by the FSCS. You can also refer complaints about Cheltenham Independent Financial Advisers to the Financial Ombudsman Service, free of charge.
Is Cheltenham Independent Financial Advisers a scam or clone?
Cheltenham Independent Financial Advisers is a genuine FCA-listed firm. However, scammers sometimes clone authorised firms. Always check that the contact details you were given match those on the FCA register before sending money or sharing information.
What is Cheltenham Independent Financial Advisers's Firm Reference Number (FRN)?
Cheltenham Independent Financial Advisers's FRN is 603065. You can verify it on the FCA register.