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.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.