Cherry May Financial Planning Ltd is an Independent Financial Advice (IFA) business, providing financial planning and advice to individuals and their families. Based in the South West, we have a clear vision and ambition for the future and desire to be different from the traditional IFA firm of the past, engaging with our clients throughout their lifelong financial journey.
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. 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. 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. 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.
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. 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. 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. 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.
Services
Just like you, we're also on a journey.
As a business we have a clear vision, we're ambitious for the future and dedicated to creating a nationally recognised outstanding business.
As you would expect, we're planning for the long term.
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.
As a business we have a clear vision, we're ambitious for the future and dedicated to creating a nationally recognised outstanding business.
As you would expect, we're planning for the long term.
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.
You'll most likely already have an idea of what you're looking to achieve with your finances, and the job of the financial planner is to ask you the difficult personal questions needed to be able to quantify these objectives and your future goals.
The very nature of comprehensive financial planning means that we will also look to consider your wider financial picture to assess any impacts or alternatives with meeting your plans.
The most important part of the advice process starts with a conversation.
The very nature of comprehensive financial planning means that we will also look to consider your wider financial picture to assess any impacts or alternatives with meeting your plans.
The most important part of the advice process starts with a conversation.
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.
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.
Whether you need help with a specific financial issue or maybe looking for a way to simplify complex financial affairs, we can take a look at your current circumstances and help you to see a clear picture of your finances.
Individual needs and circumstances change over time.
Therefore, finding a specialist who can take the time to really understand what you are looking to achieve, and then provide you with the appropriate expert advice to help you move forward, can often make a real difference.
Individual needs and circumstances change over time.
Therefore, finding a specialist who can take the time to really understand what you are looking to achieve, and then provide you with the appropriate expert advice to help you move forward, can often make a real difference.
You'll probably already have some rough idea of what the 'Big Picture' looks like; where you see yourself or your family in say 5, 10 or 15 years or more.
You might also have plans or ideas of things you would like to achieve in life, and have a different set of priorities against each of these as to how important these things really are.
Some could be non-negotiable for you, others might just be an aspirational dream.
Either way, we like to view these as some of the key steps along your future financial journey and we're here to help you plan and navigate your way through the detail.
You might also have plans or ideas of things you would like to achieve in life, and have a different set of priorities against each of these as to how important these things really are.
Some could be non-negotiable for you, others might just be an aspirational dream.
Either way, we like to view these as some of the key steps along your future financial journey and we're here to help you plan and navigate your way through the detail.
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