About Us...
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Cornerstone Financial Planning has been commended in
magazine for giving 'outstanding service' and 'good advice' (March 1999) and was voted 'Shoppers Choice' by Financial Adviser, published by the Financial Times Group (July 2005). More recently, 'Financial Adviser' highly commended Cornerstone's proprietor, Simon Neal, in its 20 November 2008 issue.
Cornerstone Financial Planning manages investment and pension portfolios in excess of £16 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 his own company, Cornerstone Financial Planning, in 1992.
Simon is a regular contributor to BBC radio on personal finance and investment issues; he is treasurer of a charitable trust. He recently participated in JPMorgan's Fantasy Fund Manager competition (08/09), achieivng 3rd place out of over 7,500 investment professionals, including fund managers and discretionary portfolio managers.
To arrange a free initial consultation, please contact us on 01865 241199, email cornerstoneifa@btclick.com, or click here to make an enquiry.
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