Cornerstone Financial Planning

Independent Financial Adviser  11 Minster Road, Oxford, Oxon, OX4 1LX
First meeting at adviser's own cost
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
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Stakeholder
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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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Savings for children
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Simon Neal DipPFA
IFA

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

About us

Simon established Cornerstone Financial Planning in 1992 and has been offering a boutique investment and financial planning service for over 30 years. He is a regular contributor to BBC radio on personal finance and investment matters.

With an excess of £60 million under management, Cornerstone has been featured in Which? for giving “good advice” and “outstanding service”. Financial Adviser (published by the Financial Times Group) has voted Cornerstone as “Shoppers Choice” and highly commended Simon.

In an era of ultra-low interest rates and global market volatility, we believe it’s essential to provide a bespoke in-house investment portfolio service rather than outsourcing our clients’ investment needs.

We offer a free initial consultation which provides you the opportunity to have an online or face to face in-depth discussion so we can understand your needs and future aspirations.

Our services

We offer truly independent impartial investment and pension advice. All our advice solutions are bespoke and we do not outsource our investment process. Our advice has been recognised by Which? and Financial Advisor (FT Group newspaper) as "outstanding" and "good".

Where to find us
Head office address: 11 Minster Road, Oxford, OX4 1LX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
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
Response rating
7.0/10
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FCA authorised
Last authorised 25th October 2021

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