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.
Matthew TaylorFinancial Planner
After graduating in 2000, Matt started working in the financial advice sector for a large multinational bank in the UK and Jersey until 2007. From then onwards, he has provided advice when holding Pension clinics for Group Schemes and by looking after Private Clients.
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.