Ben Burgess

Ben Burgess

Cheltenham Independent Financial Advisers Ltd

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Cheltenham
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Top Rated 2025
Verified since: January, 2023

4.9 out of 5

152 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 17 November 2025

    Ben is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Ben's status

  • 22

    Recent Client Reviews

    Verified reviews: 100%

    Ben has received 22 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 27 August 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Ben has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Ben has not yet added their fees to their profile

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Ben

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Ben (based on 11 first impressions)

With 20 years of experience as a financial adviser, I specialise in savings and investments, pensions, estate planning, and family protection. I work closely with clients to create strategies that fit their financial goals and comfort levels. Retirement planning, making sure assets transfer smoothly, and protecting loved ones are at the heart of what I do. If you would like to meet with me to discuss your financial needs, this first meeting is at no cost to you at all, but an opportunity for each of us to get to know each other. You will not have to make any decisions during that meeting but you will leave knowing exactly how I can help and how much it will cost if you decide to take advice. In my spare time I enjoy spending time with friends and family. I am also very keen on sport, football (coaching a junior team), cricket, running and many others!