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Cornerstone Financial
    Planning


Cornerstone Financial Planning

Address: 11 Minster Road, Oxford, Oxfordshire, OX4 1LX
Telephone: 0800 018 4404 / 0797 456 4010
Fax: 01865 247766
E-mail: cornerstoneifa@btclick.com
Web Site: www.cornerstoneifa.co.uk

Contact: Simon Neal

Cornerstone Financial Planning was established in 1992. It has been commended in Which? magazine for giving 'outstanding service' and 'good advice' (March 1999) and was voted 'Shoppers Choice' by Investment Adviser, published by the Financial Times Group (July 2005).

Cornerstone Financial Planning manages investment and pension portfolios in excess of £14 million on behalf of its clients.

Cornerstone's proprietor, Simon Neal, has been offering financial advice for over 20 years. He began his career working for his parents' financial planning company. After gaining five years valuable experience he set up Cornerstone Financial Planning.

Simon Neal is happily married with two children and is treasurer of a charitable trust.

Below is a table of the main topics on which advice is given. However, this does not cover all areas on which advice can be given.

We provide independent advice across all aspects of personal and corporate financial planning but typically find ourselves active in the following areas:

• Lump Sum Investments
• Regular Savings Plans
• Retirement Planning
• Income Protection
• Critical Illness
• Life Cover
• Inheritance Tax Planning


For a free initial consultation, please contact us on 0800 018 4404 or email cornerstoneifa@btclick.com

Please visit our website, http://www.cornerstoneifa.co.uk, where you can find out more about financial planning and view clients’ testimonials.

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