Cherry May Financial Planning Ltd

Independent Financial Adviser Lower Burston Farm, Bow, Devon, Crediton, EX17 6LB
First meeting at adviser's own cost
Response rating
9.0/10
FCA verified
15th October 2018
We provide expert independent financial advice for individuals and their families across a wide range of financial matters.
We can advise you on
    • Wealth management
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Lawrie Tawse FPFS
Director
Accreditations
Chartered Financial Planner
Where to find us

Lower Burston Farm, Bow, Devon, Crediton, EX17 6LB

Contact us
About us

Cherry May Financial Planning Ltd provides independent financial planning and advice to individuals and businesses alike about their long term financial goals and objectives.

Our services

You’ll most likely already have an idea of what you’re looking to achieve with your own finances, and the job of the financial planner is to ask you the difficult personal questions needed to be able to quantify these objectives and your future goals.

Our initial consultation is provided at our own cost and is without any further obligation. We’ll start by getting to know you and your future aspirations. Only then, can we help to navigate you through the details of your financial journey. Every step of the way.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Compliance

Cherry May Financial Planning Ltd is an appointed representative of TenetConnect Limited.

Registered Office: Lower Burston Farm, Bow, Devon, EX17 6LB

Registered in England & Wales No. 10260896.

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