About us

Russell Pike Financial Management is a small and personal Partner Practice based in the heart of Cheltenham. The Practice specialises in later-life financial planning and retirement planning, offering guidance and advice to individual clients and small businesses in the areas of: 

  • Investment Planning
  • Retirement and Pension Planning 
  • Inheritance Tax Planning 
  • Long-term Care Options
  • Intergenerational Financial Planning

We put our clients firmly at the centre of everything we do and recognise that individual circumstances and objectives are unique. We work to establish long-term relationships with our clients and to provide tailored solutions designed to make it easier and simpler for clients to manage their wealth in a way that reflects their personal circumstances, both now and in the future. Sound financial advice today provides the solid foundation on which to build for tomorrow.