Welcome to Cherry May Financial Planning Ltd.

We provide expert independent financial planning and advice to individuals and their families across a wide range of financial matters including investments, pensions, retirement planning, inheritance tax planning or life insurance to name but a few.

For business owners, we also provide advice on business protection, workplace pensions and other employee benefits schemes.

Based in the South West, we’re a newly established business with a clear vision and ambitious plans for the future. Just like you, we’re also on a journey.

At Cherry May, we‘ve established a core set of values that underpins every business decision we take:

  • 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

Our Approach

You’ll most likely already have an idea of what you’re looking to achieve with your 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.

Find out more… Call us on 01823 475222 or email us today.

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 Financial Planning Ltd 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.

Cherry May Financial Planning Ltd is 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.