At Cherwell Financial Services Ltd we demand the best from our advisers, and ensure that they undertake regular training to ensure their skills meet the need of our clients, like you. I have been working in Financial Services providing help and advice supporting clients financial needs for more than 20 years, matching their needs uncovered to the relevant policies available from across the market.
I have worked for and with some of the biggest names in the Investment and Insurance business supporting my diverse range of clients, ensuring that they receive the most appropriate advice, when its needed. I started my working career in banking over 20 years ago before leaving my branch manager position to pursue an interest in the world of policing.
I have worked for and with some of the biggest names in the Investment and Insurance business supporting my diverse range of clients, ensuring that they receive the most appropriate advice, when its needed. I started my working career in banking over 20 years ago before leaving my branch manager position to pursue an interest in the world of policing.
Services
We have been dealing with 'John from Cherwell Financial Services' for many years and have found him to be very approachable, knowledgeable and efficient in dealing with all of our financial needs. We would have no doubts in recommending his services. I first met Mr Colquhoun & Mr Newell while accompanying my mother when she was receiving advice from them when they were, consecutively, attached to a building society.
On receiving your enquiry, we will arrange an initial meeting which can be at your home or your place of work. The purposes of the initial meeting are to establish whether we are able to help with your objectives, along with highlighting other areas of your financial planning needs that you may not be aware of and to discuss the fees for our services should you wish to proceed.
The FCA requires that certain information be provided to the client prior to business being transacted so that the relationship between the client and the firm is clearly stated and understood. Some of our documents use the Keyfacts logo required by the Financial Conduct Authority. To access the FCA's own website, The Money Advice Service, for more details on this and other money matters.
Stuart Randall our Chartered Financial Planner (Pension Specialist) at Cherwell Financial Services Ltd, discusses why many people are now considering opting to transfer out of their defined benefit pension schemes and offers some potential reasons on deciding whether a pension transfer is right for you.
Our advisers cover large parts of the Country, and we have clients from the Scottish Highlands down into London and beyond. Check out the locations where most of our clients are based, but if you live outside these areas please don't hestitate to enquire if we can help. Our advisers have been working in and around Oxford, its surounding towns and villages and into the Cotswolds for over 15 years, supporting clients.
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