Cherwell Financial Services Ltd

Independent Financial Adviser  Ground Floor Unit 15, Oxfordshire, Banbury, OX17 3SN
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FCA authorised
Last authorised 30th November 2020
Welcome to Cherwell Financial Services for your financial needs from savings and investments to retirement planning we can help!
We can advise you on
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Annuity purchase
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Auto enrolment
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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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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 first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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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
John Colquhoun BA(HONS) MA
Independent Financial Adviser
Lawrence Newell DipPFS
Independent Financial Adviser
Rod Tassa
Stuart Randall
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 <phone number hidden> or <phone number hidden> or e-mail <email address hidden> 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.

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

Ground Floor Unit 15, Somerville Court, Trinity Way, Adderbury, Oxfordshire, Banbury, OX17 3SN

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Creating, managing and protecting your wealth the intelligent way