We're with you through life's financial journey.
Every step of the way.
Welcome to Cherry May Financial Planning Ltd
Cherry May Financial Planning Ltd is an Independent Financial Advice (IFA) business, providing financial planning and advice to individuals and their families, business owners and their companies.
Based in the South West, we’re a newly established business with a clear vision and ambition for the future. We desire to be different from the traditional IFA firm of the past and aim to closely engage with clients throughout their lifelong financial journey.
Please explore the site further and contact us if you would like to know more.
Savings & Investments
Whether you’re cautious by nature or more adventurous in your outlook, you may find that expert independent financial planning can help keep your long term plans in focus.
Our Vision & Values
We have a clear and transparent vision for the future of Cherry May and how we work with clients. Our core values are at the heart of every business decision.
Pensions & Retirement
Sensible financial planning around retirement options can make a significant difference to your longer term lifestyle. Cherry May can help you to make the best use of available allowances.
Workplace Pensions
Every employer must automatically enrol their workers into a qualifying workplace scheme by their staging date and regularly review the scheme. Are you meeting your obligations?
Life Insurance & Protection
You can insure your income, your health and your life. If you’re taking your future financial plans seriously, then having adequate protection in place for your loved ones is essential.
Estate Planning
The earlier you’re able to start thinking about the impact of Inheritance Tax on your estate, and start taking action to mitigate this ‘voluntary tax’ the better.
MIND THE GAP – do you know when you’ll receive your State Pension?
I was speaking at a business event recently and I asked the group this simple question: Do you know when your State Pension age is?
Contact us
You voluntarily choose to provide your personal details via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details or services in writing or by telephone.
Email communications are not secure and for this reason Cherry May Financial Planning Ltd cannot guarantee the security of the email, its contents or that it remains virus free once sent.
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK.
Cherry May is a trading style of Cherry May Financial Planning Ltd which is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Conduct Authority. TenetConnect Limited is entered on the Financial Services Register (www.fca.org.uk/register) under reference 149826.
Registered in England and Wales under reference 10260896
Registered office address: Javelin House, Wood Street, Milverton, Taunton, Somerset, TA4 1QU
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on their website at www.financial-ombudsman.org.uk.