Vision & Values
We have a bold and audacious vision for the future of our business:
Cherry May aspires to be our Nation’s most outstanding independent financial planning company, helping individuals to plan and navigate their own future financial journey, and beyond.
Therefore, to guide every business decision we take, Cherry May was established with a core set of values that will underpin our growth and development in every respect:
- 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
Transparent and clear
Clients place significant trust in their advisers and at Cherry May, we take this responsibility seriously. We provide financial planning and advice to individuals and businesses alike about their long term financial goals and objectives. We passionately believe in regular ongoing reviews to ensure that your plans are kept on track and are able to be quickly adapted if your circumstances change.
However, the very nature of long term planning means that the results from any advice can sometimes take years to come to bear. The decisions and actions taken today can indeed have a long lasting, even generational impact. It’s good to know then, we’re here for the long term too.
Find out more… Call us on 01823 475222 or email us today.
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?
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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.