Cornerstone Financial Planning IFA

At Cornerstone Financial Planning, we are dedicated to helping you secure your financial future. With our years of experience and our commitment to proactive, independent advice, you can trust us to guide you through the complexities of the financial world.

About Us

Cornerstone Financial Planning is a well-established financial advisory firm with a reputation for personalised service and a steadfast focus on our clients' needs. Founded by Simon Neal in 1992, our firm has grown through strong long-term relationships and a deep understanding of our clients' investment goals. Our combined investment planning experience spans 37 years, and we currently manage over 90 million of client funds.

Our founder, Simon Neal, has been giving financial advice for over 34 years and is known for his strategic, straight-talking approach. He has served as a regular contributor to BBC radio on personal finance and investment issues and is also a husband, father of three, and a dedicated practitioner of White Crane Kung Fu.

In 2018, Rupert Sakkalli joined Cornerstone Financial Planning as an Independent Financial Advisor (IFA). Having passed the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning, Rupert brings a fresh perspective and a wealth of knowledge on the Far East, drawing on his experience as an education consultant in China for high net worth individuals.

Our Services

As experienced and active independent financial advisors, we provide a wide range of tailored services, all aimed at securing our clients' financial futures:

• Active Management: Our goal is to outperform the market, and active management lies at the heart of this. We offer bespoke portfolios, individually designed for our clients, rather than generic products.

• Investment Advice: With unrestricted access to the entire market, our investment approach is fully bespoke. We actively manage portfolios to provide the greatest opportunity to achieve our clients' goals and outperform the market.

• Pension and Retirement Advice: We offer a flexible and uniquely tailored pension service, providing guidance at every stage, from growing your portfolio to preserving wealth as you near retirement, and drawing an income when you are ready.

• Environmental, Social, and Corporate Governance (ESG) Investing: We have been advising clients on ESG investing, which involves investing in companies that meet specific environmental, social, and governance criteria. We help our clients build a responsible investment portfolio that aligns with their values.

At Cornerstone Financial Planning, we are personable and approachable, and the vast majority of our clients come through personal recommendation. We are available for our clients, taking the time to understand their unique needs and working with them to build a lasting financial partnership. Our years of experience provide reassurance and in-depth expertise.