Navigating your future financial journey, and beyond.
Cherry May Financial Planning Ltd was formed by Lawrie Tawse in 2016 out of a strong desire to establish an independent financial planning service that truly embodied the ethos and values of a business that has client interests at the forefront of every decision.
We provide financial planning and advice to individuals and businesses alike about their long term financial goals and objectives. We’re completely independent of any financial institutions, and we offer financial products from across the whole of the market so clients will always receive fully-informed, impartial advice.
How is Cherry May different?
Firstly, we desire to be different.
We want to be different from the ‘traditional’ Independent Financial Adviser that many people may be familiar with already:
- Different in style, with a personal client touch and jargon-free language;
- Supporting high professional standards within the industry;
- Developing close client relationships, helping to plan and navigate our clients through their financial lives.
Anecdotally, the average age of an adviser is in their mid-fifties so that would suggest a significant change in the demographics within the profession over the next 10 years or so. At Cherry May, we’re proud of the fact that we’re a relatively ‘young’ firm and we’ve started with a 20+ year business plan.
With our own long term focus, we really are with you through life’s financial journey. Every step of the way.
Lawrie Tawse FPFS, Director
After a brief spell in the Royal Navy training as a Helicopter Pilot, Lawrie entered the financial services industry in 2007 – just as the global financial crisis was unfolding.
Progressing through to senior management roles within both regional and national advisory firms, Lawrie experienced first-hand the wide ranging regulatory changes within the financial services industry and developed the operational knowledge to run a successful advisory business.
As a Chartered Financial Planner, Lawrie is committed to maintaining the highest professional and ethical standards in financial services. Whether you’re looking for a comprehensive financial plan with your future goals in mind, an investment strategy to review or simply need advice about a specific financial issue, Cherry May are here to help you on an independent and impartial basis.
We’re focussed on providing a clear and understandable service, and one that is aligned with your own interests and needs – not just a general offering for the mass market.
Find out more… Call us on 01823 475222 or email us today.
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.
Our Approach
We take the time to really understand where you want to go with your future, your dreams and aspirations. Only then can we work alongside you to help you get there.
Insights & Opinion
Recent global events, financial news or changes in legislation? You can be sure that we’ll have a view as to how this might potentially affect your financial plans.
Retirement – are you financially and emotionally ready?
So, the moment has finally come, you have worked all of your life and now it is time for you to finally retire. The question is - are you ready? Being ready for retirement is not something we tend to really think about during our working life, as we get older its only...
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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.