Business Details
34 Years
experience
Independent Financial Advisers in Witney
We are experienced independent financial advisors entrusted by our clients to secure their financial future. Our approach combines active management with a deep understanding of global markets, allowing us to provide bespoke investment solutions tailored to individual client needs. With over 37 years of combined experience and 90 million in client funds managed, we prioritise long-term relationships and continuous market monitoring to deliver results. Our independence ensures access to the entire market, enabling us to act solely in our clients' best interests. We specialise in pension and retirement planning, ESG investing, financial protection, and estate planning, supported by a team of certified professionals. Our services are built on transparency, expertise, and a commitment to ethical practices established since 1992.We offer flexible consultations, both online and face-to-face, to accommodate client preferences. Our team includes specialists like Simon Neal, a seasoned advisor with 34 years of experience, and Rupert Sakkalli, a qualified IFA with expertise in international finance. Client testimonials highlight our reliability, strategic approach, and ability to outperform market benchmarks. We are authorised and regulated by the Financial Conduct Authority, ensuring compliance with rigorous industry standards. Our focus remains on delivering personalised service that adapts to evolving client goals and market conditions.
Services
Investment Advice
Pension Planning
ESG Investing
Financial Protection
Estate Planning
Details
- Year established: 1992
Highlights and features
- We have over 37 years of combined investment planning experience.
- Our active management approach aims to outperform market benchmarks.
- We provide fully bespoke portfolios tailored to individual client needs.
- Our FCA authorisation ensures adherence to rigorous industry standards.
- We specialise in ethical and environmental (ESG) investment strategies.
Associations and certifications
- Financial Conduct Authority
What people say
Personal and thoughtful help
Impressed with results
Bespoke portfolios
Ethical investment focus
Expertise in ESG
Services
Investment Advice
We provide bespoke investment portfolios tailored to individual risk profiles and financial goals. Our active management strategy leverages global market opportunities to maximise returns while maintaining ethical standards. Clients benefit from continuous portfolio adjustments aligned with market trends and personal circumstances.
Pension Planning
Our pension and retirement advice covers wealth preservation, income optimisation, and tax-efficient strategies. We create customised plans for clients at all life stages, ensuring financial security during retirement while adapting to evolving regulatory landscapes and personal aspirations.
ESG Investing
We offer environmentally and socially responsible investment options aligned with client values. Since the 1990s, we have integrated ESG principles into portfolios, balancing financial performance with positive societal impact through rigorous fund selection and impact reporting.
Financial Protection
Our protection services safeguard clients against unforeseen financial risks through tailored insurance solutions. We assess individual needs to recommend policies covering life, critical illness, and income protection, ensuring family security during challenging times.
Estate Planning
We guide clients through estate planning complexities, including will creation and inheritance tax strategies. Our approach ensures assets are distributed according to client wishes while minimising tax liabilities and legal complications for beneficiaries.
People
Simon Neal
Founder / IFA
With 34 years of experience, Simon founded Cornerstone in 1992. A BBC contributor on finance, he combines strategic expertise with a client-focused approach, holding FCA qualifications and managing 90m in assets.
Rupert Sakkalli
IFA
Qualified with the Chartered Insurance Institute, Rupert joined in 2018. He specialises in international finance, leveraging his Chinese language degree and Asia-Pacific experience to serve high-net-worth clients.
Questions
What services does Cornerstone Financial Planning IFA offer?
We specialise in investment advice, pension planning, ESG investing, financial protection, and estate planning, all tailored to individual client needs.
How does Cornerstone's investment approach differ from competitors?
Our active management strategy combines global market analysis with bespoke portfolio creation, avoiding generic products to focus on client-specific goals.
Are ESG investment options available?
Yes, we've provided ethical and environmental investment solutions since the 1990s, integrating client values with financial performance.
