Cheltenham Office
Our Cheltenham team is here to help you live your best financial life.
Financial planning services in Cheltenham
At Finli, our financial planners in Cheltenham are here to help you take control of your financial future with expert guidance and a personalised approach. Whether you’re managing today’s uncertainties or planning for tomorrow’s goals, we’re with you every step of the way.
Our financial services in Cheltenham include:
- Savings & Investments: Maximise your wealth with strategies designed to grow and protect your assets.
- Retirement & Pensions: Prepare for a secure retirement with expert pension advice and planning strategies.
- Financial Planning: Bring all aspects of your financial life together with a personalised, holistic plan.
- Mortgages & Protection: Safeguard your financial future with tailored mortgage advice and protection solutions.
- Estate Planning: Ensure your legacy is managed effectively for future generations.
Our Cheltenham team is dedicated to helping you achieve your financial goals with confidence. Get in touch with us today to find out more.
Meet our Cheltenham team
David Dean Director & Senior Financial Planner
Since 1991, David has been dedicated to providing lifestyle financial planning to clients. He firmly believes that financial planning should be accessible to everyone, whether they have £1 or £1 million to invest or protect.
David believes that the right advice is essential for achieving personal and family goals, both in the short and long term.
As a member of the Finli leadership team and a shareholder, he fully supports the company’s commitment to simplifying financial advice and ensuring that the client’s best interests are always the top priority.
Steve Jevons Senior Financial Planner
With over 40 years of experience in the financial services industry, Steve understands what it takes to build a successful wealth plan for existing and new clients alike.
His guidance has helped countless clients secure their financial future over the years, and in most cases encouraging clients to feel more confident spending and enjoying their wealth.
Steve believes everyone deserves access to financial advice that is delivered in a way that clients fully understand, he specializes in creating straightforward, and jargon-free financial plans tailored to each client’s needs.
Originally from Worcestershire, Steve has called Gloucestershire home since 2003, where he lives with his wife Lisa, sons Dan & Jack, (and Nelly the Cockapoo)! Outside of work Steve is a keen DIY’er, and enjoys long dog walks, eating out, and watching sport.
Ben PeglerFinancial Planner
Ben came into the industry in April of 2021, after studying Accounting and Finance at Cardiff Metropolitan University, achieving a 1st Class Honours.
He then followed in his father’s footsteps, into the world of financial advice, after he had been in the industry for over 30 years. He hasn’t looked back since.
Outside of work he is sadly a West Ham season ticket holder, so he really knows how to stick with things in the tough periods, because the longer term gain is always better!
He plays cricket for Cheltenham Cricket Club and is a keen skier.
Alasdair CarrollMortgage & Protection Adviser
Alasdair has been in the financial services industry since 2006. He specializes in residential mortgages, portfolio management for buy-to-let landlords, and protection solutions.
Alasdair is committed to simplifying the often-complex financial landscape for his clients, ensuring they feel informed and confident throughout the entire process.
His approach centres on clear communication and personalized guidance, helping clients achieve their financial goals with ease.
Mel DeanHead of Client Support
Having joined Financial Services in 1996, Melanie has gained a wealth of experience holding positions including, Intermediate Sales Manager, Service Manager and Operational Director, Her goal is that we always provide the best possible service to our Financial Planners and clients.
Alex AttwoodParaplanner
Alex has worked in financial services for over 25 years primarily as a relationship manger and as a mortgage advisor. After a career change , she is currently working as a paraplanner studying for a diploma in financial planning with CII.
In her spare time, she is a school governor, a keen artist, and enjoys going on adventures with her girls.
Samantha DaviesPersonal Assistant
Samantha has been in Financial Services for 8 years, in that time she has worked in multiple different areas, gaining a wide range of experience. Her passion is to provide excellent service to planners and our clients.
Bharti MistryPersonal Assistant
Bharti started in the insurance industry accidently at Zurich temping, what was then Eagle Star in 1990, stayed with financial services ever since in various roles from admin to management.
Worked for Mercers leading the client services team, then came to work for Beaufort financial Services and now at Finli. Still enjoy it!
Samantha RussettPersonal Assistant
Sam has a wealth of experience from her many years working in administration and secretarial roles across various industries.
She joined Finli in the late 2023 and is thoroughly enjoying the challenges that come with assisting David Dean in delivering high quality service to his clients.
Katherine TaylorClient Administrator
Katherine has worked in financial services for over 25 years as an administrator for pensions and investments.
She joined Finli in November 2024 as a Client Administrator, working with financial planners to provide an efficient, high-level quality of service.
She enjoys long weekends in her camper van “Bumble” and loves cats.