Personable and available
The vast majority of our clients come through personal recommendation. We offer a unique service built on three core foundations:
We are experienced
Our combined investment planning experience spans 37 years and we currently manage over £90 million of client funds. Our firm has been built on strong long-term relationships and our years of experience provides calm reassurance and in-depth expertise.
We are active
Our goal is to outperform the market and active management lies at the heart of this. We don’t offer off-the-shelf, generic products - instead, as independent advisors, we provide clients with bespoke portfolios.
We are available
No two clients have identical requirements and since its beginning Cornerstone has been built on strong relational foundations. We are always available for clients and we get to know them, their families and their needs. We work with you to secure your financial future – ensuring your finances always remain tailored to your goals.
Simon Neal - Founder / IFA
Simon began his career working for his parents’ financial planning company before founding Cornerstone in 1992. He has been giving financial advice for over 34 years and is known for his straight-talking, strategic, and calm approach.
Simon has been a regular contributor to BBC radio on personal finance and investment issues and he also serves as Treasurer of a charitable trust.
He is a husband and father of three, a lover of antiquities and a practitioner of White Crane Kung Fu.
Rupert Sakkalli - IFA
Rupert joined Cornerstone in 2018 having passed the Chartered Insurance Institute Level 4 Diploma in Regulated Financial Planning.
He graduated from the University of Leeds with an honours degree in Chinese and has extensive knowledge of the Far East, having previously acted as an education consultant in China for high net worth individuals.
Rupert is a keen surfer and chess player.
“I am so happy to have moved to Simon at Cornerstone – the joy of knowing who you will speak to thereby avoiding all the red tape that goes with larger organisations is bliss – added to which I get much more personal and thoughtful help and service. Could not be more delighted.”
Jo Sherrard