With our global outlook, we believe that traditional asset allocation models are out-dated and do not provide the flexibility to take advantage of new market opportunities. Every investment portfolio is tailored to our clients' individual financial goals and personal risk profile. Once we've understood your aims, aspirations and concerns, we can help you make your money work for you.
Call us now on 01865 241199 to request a free initial consultation.
Call us now on 01865 241199 to request a free initial consultation.
Services
With an excess of 65 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 its proprietor Simon Neal.
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.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.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.
Assessing your attitude to risk is the first step in providing professional investment advice. We are an unrestricted investment firm and therefore have access to the whole market when designing an investment portfolio that is tailored specifically to your needs.
Cornerstone takes a forward-looking approach to investing and believe that active management, combined with in-house asset allocation provide our clients with the greatest opportunity to achieve their goals.
Cornerstone takes a forward-looking approach to investing and believe that active management, combined with in-house asset allocation provide our clients with the greatest opportunity to achieve their goals.
Reviews
Be the first to review Cornerstone Financial Planning IFA.
Write a Review
