Business Details
34 Years
experience
Your Trusted Partner for Financial Planning Solutions
We are experienced independent financial advisors entrusted by our clients to secure their financial future. With a combined investment planning experience spanning 37 years and over 90 million of client funds under management, our firm has been built on strong long-term relationships since 1992. Our proactive approach focuses on active management across global markets, offering bespoke portfolios tailored to individual client needs rather than generic products. As FCA-authorised advisors, we prioritise transparency and accessibility, ensuring clients receive strategic guidance aligned with their personal and financial goals. Our expertise covers investment planning, pension and retirement advice, ESG investing, financial protection, and estate planning.We maintain a client-centric philosophy, demonstrated through our availability for face-to-face meetings and ongoing support. Our team combines decades of industry experience with specialist knowledge, including regular contributions to BBC radio on financial matters and expertise in Far Eastern markets. We work with individuals to create customised solutions that adapt to changing life circumstances while maintaining a focus on long-term financial security. Our commitment to ethical investing dates back to the early 1990s, balancing financial performance with environmental and social responsibility. We collaborate with clients' existing legal professionals or recommend trusted partners for comprehensive estate planning services.
Services
Investment Advice
Pension Planning
ESG Investing
Financial Protection
Estate Planning
Details
- Year established: 1992
Highlights and features
- We have 37 years combined investment planning experience managing 90m+ client funds
- We provide active management across global markets with bespoke portfolio solutions
- Our FCA authorisation ensures regulatory compliance and client protection
- We offer ethical investment options with proven performance since the 1990s
- We maintain direct client access with face-to-face consultation availability
Associations and certifications
- Financial Conduct Authority
What people say
Personalised help
Successful portfolio growth
Straight-talking approach
Ethical investment options
Long-term relationship focus
Services
Investment Advice
We provide bespoke investment solutions with unrestricted access to global markets. Our active management approach creates tailored portfolios designed to outperform market benchmarks while aligning with individual risk profiles. With decades of combined experience managing over 90 million in client funds, we focus on long-term growth through strategic asset allocation and continuous market monitoring.
Pension Planning
Our pension and retirement services offer flexible solutions for wealth preservation and income generation. We help clients navigate pre-retirement planning, portfolio growth, and post-retirement income strategies. Our approach ensures financial security during retirement years while maintaining compliance with current tax regulations and personal financial objectives.
ESG Investing
We specialise in Environmental, Social and Governance (ESG) investment strategies since the early 1990s. Our ethical investment approach combines financial performance with positive environmental and social impact. We create customised portfolios that align with clients' values while maintaining competitive returns through rigorous ESG criteria analysis.
Financial Protection
Our financial protection services provide security during challenging life events. We help clients implement insurance solutions that safeguard against unexpected circumstances while maintaining financial stability. Our approach focuses on proactive planning to protect both personal and family financial wellbeing through tailored protection strategies.
Estate Planning
We offer comprehensive estate planning services to ensure legacy preservation and smooth wealth transfer. Our specialists guide clients through legal and financial considerations for inheritance planning. We collaborate with trusted legal partners to create wills and estate structures that reflect clients' wishes while optimising tax efficiency.
People
Simon Neal
Founder / IFA
With over 34 years' experience, Simon founded Cornerstone in 1992 after working in family financial planning. He provides strategic advice, contributes to BBC radio on finance topics, and serves as Treasurer for a charitable trust. His expertise spans investment strategy and client relationship management.
Rupert Sakkalli
IFA
Qualified with CII Level 4 Diploma in Regulated Financial Planning since 2018, Rupert brings expertise in Far Eastern markets from his previous education consultancy role in China. He specialises in cross-border financial solutions and investment strategy implementation.
Questions
What financial services do you specialise in?
We specialise in investment management, pension planning, ESG investing, financial protection, and estate planning services tailored to individual client needs.
Are you regulated by any financial authority?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No.: 624799) since our establishment in 1992.
How do you create investment portfolios?
We create bespoke portfolios through active market management, combining over 37 years' experience and access to global investment opportunities for tailored solutions.
Can you help with ethical investment options?
Yes, we've provided ESG investment advice since the 1990s, creating portfolios that balance financial performance with environmental and social responsibility.
What areas do you cover?
Based in Witney, we serve clients nationwide with face-to-face meetings available and online consultations for UK-based clients.
