Cherwell Financial Services Ltd

Independent Financial Adviser  21 Jerrard Drive, Birmingham, B75 7TB
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FCA authorised
Last authorised 16th November 2020
I am a Fellow of the Personal Finance Society, the highest possible designation, so you are assured of expert advice.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Next home / Remortgaging
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Self-employed mortgages
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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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Unit trusts
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Lump sum
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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
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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Stockbroking services
Meet our advisers
Stuart Randall BEng (Hons) FPFS
Independent Financial Adviser
About us

Cherwell Financial Services are fully independent financial advisers working on behalf of our clients to provide them with clear and concise financial planning and investment management services. We take a long term approach to financial planning and it is one of priorities to maintain a long term business relationship with our clients.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

21 Jerrard Drive, Sutton Coldfield, Birmingham, B75 7TB

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