Telephone
01295 698600
Email
info@cherwellfs.co.uk
Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN
Telephone
01295 698600
Email
info@cherwellfs.co.uk
Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN
I started my journey as a Financial Advisor with Lloyds Bank in 1999 before moving to Aviva in 2003 in order to broaden my knowledge and be able to advise on Inheritance Tax planning and Equity Release products.
In 2013, I founded Cherwell Financial Services and became an Independent Financial Advisor in order to provide unrestricted advice. I have since obtained qualifications to provide Long Term Care advice and I have also become a Pension Transfer Specialist. The reason for obtaining further qualifications has been to provide my clients with advice to meet there ongoing changing needs through their life stages.
In regards to Cherwell Financial Services, I have the pleasure of being joined by Stuart in 2017. As a small team we work together to provide the best levels of advice and service we can for our clients.
I have been working within the financial services profession assisting my clients for in excess of 25 years. This was initially with some of the largest financial services providers within the UK, but I felt that I could help my clients even more by being completely unrestricted so I took the decision to become an Independent Financial Advisor, initially with a national firm, and now working with like minded colleagues at Cherwell Financial Services.
I believe that in depth knowledge is an important requisite to being in a position to provide my clients with the best possible advice. Continued professional development has meant that I am a qualified Pension Transfer Specialist, hold Chartered Financial Planner status, and also the highest designation within the industry, that of Fellow of the Personal Finance Society.
Most importantly I am passionate about understanding my clients; their needs, objectives, and their preferences, and working with them to shape a plan together. I fundamentally believe in nurturing a long term relationship with my clients to ensure that the plans we agree on come to fruition, and equally importantly, if change happens then the plans can be suitably adapted.