Financial planning for the journey ahead
At Cherry May we provide expert independent financial advice for 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.
However, for robust financial planning to be fully effective, any plans in place should require ongoing reviews and monitoring to keep your goals in focus when life changes your path.
With our free initial consultation, we’ll start by getting to know you and your future aspirations. Then, with our knowledge and experience, we’ll help you achieve it in the best way for you and your family.
One of our core values as a business is about building vibrant close client relationships. We have established our ethos to ensure that you, the client, are first and foremost at the heart of every decision we make.
We’re keen to work with you now, and well into the future. Every step of the way.
Find out more… Call us on 01823 475222 or email us today.
Financial Review
Your financial needs and objectives can change over time. If you’re looking to understand your financial picture better and prepare for the future, ask us about our financial reviews.
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.
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.
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
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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.