Cherwell Financial Services Ltd

Independent Financial Adviser 24 Ravencroft, Bicester, Oxfordshire, OX26 6YQ
FCA verified
13th August 2018
Welcome to Cherwell Financial Services for your financial needs from savings and investments to retirement planning we can help!
We can advise you on
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Buy to let
    • Equity release
    • First time buyers
    • High loan to value
    • Home reversion
    • Remortgage
    • Residential
    • Right to buy
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Lawrence Newell DipPFS
Independent Financial Adviser
adviser-person
John Colquhoun BA(HONS) MA
Independent Financial Adviser
adviser-person
Rod Tassa
Where to find us
About us

We are a firm of financial advisors covering predominantly Oxfordshire, Buckinghamshire, Northamptonshire and the West Midlands. Cherwell Financial Services Ltd is authorised by the Financial Conduct Authority and we provide fully independent, professional and unbiased advice on a wide range of financial products. Please telephone us on or or e-mail to discuss how we can help you with your finances.

Our services

Cherwell Financial Services was formed in order to offer our clients the best possible service from across the whole of the market to ensure that we meet our clients initial and ongoing needs. Our clients are at the heart of what we do so that is why we take the time to listen and understand your financial situation and make the right recommendations to meet your needs but it is not just at inception, it is important to us to have an ongoing relationship and to be there for you from start to end.

Advice methods
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Registered Office: 6 Gorse Road, Woodford Halse, Northamptonshire, NN11 3QN Registered in England, No: 08566532
Cherwell Financial Services Ltd. is authorised and regulated by the Financial Conduct Authority

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