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About us:

Cornerstone Financial planning has been offering a boutique investment and financial planning service for
over 27 years.

With an excess of £58 million under management, Cornerstone has been featured in Which? for giving “good advice” and “outstanding service”. Financial Adviser (published by the Financial Times Group) has voted Cornerstone as “Shoppers Choice” and highly commended its proprietor Simon Neal.

Service Proposition:

We offer a free initial consultation which provides you the opportunity to have a face to face in-depth discussion so we can understand your needs and future aspirations.

In an era of ultra-low interest rates and global market volatility, we believe it’s essential to provide a bespoke in-house investment portfolio service rather than outsourcing our clients’ investment needs.

Proprietor

Simon Neal

Simon has been giving financial advice for over 30 years. He began his career working for his parents' financial planning company before founding Cornerstone Financial Planning in 1992.

Simon participated in JP Morgan's Fund Manager competition (08/09), achieving 3rd place nationally out of over 7,500 investment professionals. He is a regular contributor to BBC radio on personal finance and investment issues and is treasurer of a charitable trust.

Simon is a practitioner and teacher of White Crane Kung Fu and an avid art collector.

Paraplanner/ Trainee adviser 

Rupert Sakkalli 

Rupert attended Winchester College and graduated from the University of Leeds with a 2.1 degree in Chinese. Having lived and worked in China as an education consultant for ultra-high net-worth Chinese clients, Rupert’s specialist knowledge of the Far East enhances Cornerstone’s global outlook.

He joined Cornerstone in 2018 having self-financed and passed the Chartered Insurance Institute ‘Level 4 Diploma’ in Regulated Financial Planning.

Rupert is a keen surfer and plays chess in his spare time.

To arrange a free initial consultation, please contact us on 01865 241199,
email cornerstoneifa@btconnect.com, or click here to make an enquiry.

GET IN TOUCH:

Tel: 01865 241199

Email: cornerstoneifa@btconnect.com

11 Minster Rd, Oxford    
OX4 1LX

© 2019 by Cornerstone Financial Planning. 
Cornerstone Financial Planning is authorised and regulated by the Financial Conduct Authority (FCA No.: 624799)