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Cherry May Financial Planning LtdCherry May Financial Planning LtdIndependent Financial Planner, including investments, pensions, protection and IHT planning Contact: Lawrie Tawse
Cherry May Financial Planning Ltd provides independent financial planning and advice to individuals and businesses alike about their long term financial goals and objectives.
Private client services include savings and investments, pensions and retirement planning, life insurance and protection and inheritance tax planning.
Corporate financial planning includes business protection, workplace pensions and employee benefits schemes. As a business, we’re planning for the long term and we remain fully committed to building a nationwide, fully independent and trusted financial services business.
Our core values form the basis of every business decision:
- Vibrant business connections and close client relationships are key to mutual understanding
- Progressive professional standards – the continual pursuit of quality and attention to detail
- Making it personal – our communications and overall business model puts clients first
You’ll most likely already have an idea of what you’re looking to achieve with your own finances, and the job of the financial planner is to ask you the difficult personal questions needed to be able to quantify these objectives and your future goals.
Our initial consultation is provided at our own cost and is without any further obligation. We’ll start by getting to know you and your future aspirations. Only then, can we help to navigate you through the details of your financial journey. Every step of the way.
Registered in England and Wales under reference 10260896
Registered office address: Javelin House, Wood Street, Milverton, Taunton, Somerset, TA4 1QU