Cornerstone Financial Planning

Independent Financial Adviser 11 Minster Road, Oxford, Oxon, OX4 1LX
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th September 2019
Over 30 years experience and a contributor to BBC Radio. Commended by Which? and voted 'Shopper's Choice' by Financial Advisor.
We can advise you on
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
Meet our advisers
adviser-person
Simon Neal DipPFA
IFA
Where to find us

11 Minster Road, Oxford, Oxon, OX4 1LX

Make an enquiry
About us

Cornerstone Financial Planning was established in 1992. Its proprietor, Simon Neal, has been commended in Which? (03.99) for giving "outstanding service" and "good advice" and was voted ' Shoppers Choice' by Financial Adviser - FT Group (08/05).

Simon is a regular contributor to BBC radio on finance and investment matters. He participated in JPMorgan's Fantasy Fund Manager competition (08/09), achieving 3rd place out of 7,500 investment professionals, including fund managers and discretionary portfolio managers.

Our services

We offer truly independent impartial investment and pension advice. Our advice has been recognised by Which? and Financial Advisor (FT Group newspaper) as "outstanding" and "good".

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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