Offering integrated advice across all areas of the mortgage, protection and general insurance to ensure that a holistic, joined up approach is taken when guiding our clients’.
We are a local, Cheltenham based broker specialising in finance for over 55’s. We can advise on a multitude of solutions for our clients when it comes to releasing equity from your home – we pride ourselves on our customer care and being a small equity release advice firm allows us to provide the personal touch to all our clients.
We’ll Visit Your Home
We can offer face to face meetings to all clients in the Gloucestershire area (and beyond). This allows our clients to feel safe and in good hands when carrying out equity release with our helpful and professional brokers. We also offer telephone, video and email support to clients across the UK to reassure you and answer any queries from you or your family.
Clear & Simple Advice
Your adviser is fully qualified (CeMAP & CeRER) and can provide you and your family with right advice and information needed to make the right choices based on your own individual circumstances and requirements. Being a whole of market advice firm, we are able to provide professional whole of market advice, with access to market wide later life products and services.

Director/Mortgage and Protection Adviser
Mike has over 15 years of experience working in the financial services sector and offers advice Mortgage and Protection advice which includes the qualification and experience to provide Equity Release advice. Mike has a wide range of knowledge across the whole of the mortgage market and in these ever-changing times, he ensures that he is up to date with all the relevant knowledge to ensure his clients receive the most suitable advice.

Administrator
Laura joined Cheltenham Mortgage Advisers in March 2022, and has a background in financial services, as she had previously worked at a building society for the previous 11 years. As our administrator she mainly carries out back-office duties and offers great support to the team. She has many years’ experience in customer service which is of great benefit when corresponding with our clients.

Administration
Stephen joined Cheltenham Mortgage Advisers in July 2019 after working in mortgage underwriting over the last 10 years. He is hardworking and driven with a keen eye for detail. He will take great care in all of his duties and ensure the smooth running of the day to day office tasks. As well as carrying out all back-office duties, Stephen will be an additional point of contact during your mortgage application process.