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Investing for beginners

This is a serious video about investing in the stock market. Crucially you will end up with realistic expectations.

My father was a stockbroker. The only thing that every annoyed him were banks. Currently their 'interest rates don't even cover inflation! Personally I have got very keen on 'tracker funds' which simply track the stock market and are very cheap and usually perform as well or better than investment managers or stockbrokers - who are seldom cheap! You will often end up with a London or large city based firm rather than one around Cheltenham let alone BRX Cheltenham North ! However this does not matter. I have seldom met my stockbrokers. This said have a look below for financial advisers and stockbrokers that we have found with Gloucestershire.

Good luck! 

Independent Financial Advisors IFAs

RockWealth - IFA - Chartered Financial Planners

3 Imperial Square, Cheltenham GL50 1QB, UK – 01242 505505

Nothing bad to say about RockWealth. Tim and his associates are knowledgeable, polite and concise with their guidance, breaking things down where necessary and providing clearly-defined levels of support and management. Thoroughly recommended for anybody wanting to maximise income and assets.

I have been looked after by the individuals in this firm for a long time and have always received timely and helpful advice on my finances. I couldn't recommend highly enough!

Piercefield Oliver Financial Advisor

105-107 Bath Rd, Cheltenham GL53 7LE, UK – 0345 257 8749

My husband died in 2001 and for me it was a huge learning curve having to deal with the financial aspects of life!With the help of Louise Oliver and the team I feel confident in the future for myself and the family.We are dealt with as one family unit and have benefited greatly from their expertise.

Cheltenham Independent Financial Advisers Ltd

5 Royal Cres, Cheltenham GL50 3DA, UK – 01242 269656

Investec Wealth & Investment Cheltenham

Festival House, Jessop Ave, Cheltenham GL50 3SH, UK – 01242 514756

Brewin Dolphin Cheltenham

St James' Square, Cheltenham GL50 3PR, UK – 01242 577677

Dartington Rowan

17 Royal Cres, Cheltenham GL50 3DA, UK – 01242 520181

Investment Companies - Business Angels

Woodfield Lettings

Cheltenham Film Studios, Hatherley Ln, Cheltenham GL51 6PN, UK – 01242 518441

After asking Marcus to take time out of an incredibly busy schedule (work and personal!) he was very swift and helpful in gathering advice for us about the steps needed to improve our homes marketablility. Great communication but the focus was completely personal; “concentrate on enjoying living in your home first” which is a lovely sentiment!

A big thank you to Woodfield Lettings for your help and advice in organising and producing a personal lease for our company. We cannot fault your professionalism and helpful approach in this matter. We would highly recommend this company.

Montpellier Asset IFA Cheltenham

7 Imperial Square,Cheltenham GL50 1QB, Cheltenham GL50 1QB, UK – 01242 530999

Simon at Montpellier offered me excellent advice on investing my money and took all the hassle out of sorting out my pension. I would definitely recommend them for investments or pensions.

Cai-Capital Limited

The Garden Suite, 51 Pittville Lawn, Cheltenham GL52 2BH, UK – 01242 256800

The team at Cai Capital are a great bunch to work with and I would recommend them for handling the sale, and subsequent management, of a property or properties.

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