Making the most of your finances

Our expertise covers the following:

Investment advice

With unrestricted access to the whole market, our approach to investment portfolios is completely bespoke. We actively manage investments to provide our clients with the greatest opportunity to achieve their goals and outperform the market.

Pension and retirement advice

We offer a flexible and uniquely tailored service to look after your pensions. Whether growing your portfolio, preserving wealth as you near retirement, or drawing an income when you are ready, we can help – and on your terms.

Environmental, Social and Corporate Governance (ESG) Investing

We have been advising our clients on investing ethically and environmentally since the early 1990s. Our aim is investment outperformance with positive outcomes for our clients and the planet.

We are happy to discuss your individual ESG aims and objectives and design a tailored-made portfolio. 

Financial protection

During emotional and tough times, financial worries can simply escalate the challenges facing you and your family. With a bit of forward planning and the right protection in place, some peace of mind can be restored, leaving you to focus on what’s important.

Estate planning and wills

We will navigate you through the legal and financial considerations when estate planning, to ensure you pass on a legacy your beneficiaries deserve. To support this, we encourage all our clients to keep an up to date will, and we will happily work with your current solicitor or recommend a trusted law firm.

“I favour low-risk, green, ‘ethical’ investment, yet my portfolio under Simon’s steerage has performed very well indeed. I wholeheartedly recommend Cornerstone Financial Planning.”

Dr S.L. Granum