Cherry May Financial Planning Ltd

Independent Financial Adviser  Pynes Hill Business Centre, Exeter, Devon, EX2 5JL
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FCA authorised
Last authorised 26th July 2021
We provide expert independent financial advice for individuals and their families across a wide range of financial matters.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Lawrie Tawse FPFS
Director
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Pynes Hill Business Centre, Pynes Hill, Exeter, Devon, EX2 5JL

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