Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS

Telephone
01295 698600

Email
info@cherwellfs.co.uk

Ground Floor
Unit 15 Somerville Court
Trinity Way, Banbury Business Park
Adderbury, Oxfordshire
OX17 3SN

GET DIRECTIONS
UNDERSTANDING WHERE YOU START FROM IS IMPERATIVE

At Cherwell Financial Services Ltd, we as Independent Financial Advisers are free to provide advice available from all product providers, without bias to one individual company or a limited panel. We use information gathered from yourself, our skills as experienced financial advisors along with advanced computer software to research, compare and select the most suitable options currently available to fit your objectives.

YOU WILL HAVE OUR
PROFESSIONAL ADVICE
AND HELP

WE USE INFORMATION GATHERED FROM YOURSELF

We will start this process by carrying out a comprehensive assessment of what arrangements you have in place at this time, before any advice can be provided to you. Why? – Because understanding where you start from is imperative, as opposed to the traditional method of finding a solution to an individual issue/concern, to ensure our recommendations fit not just the problem but your entire financial situation. This will be the basis of our initial meeting together, and will not cost you anything.

Depending on these outcomes and your subsequent instructions we will carry out a detailed needs analysis, defining clear goals or objectives that you may have and then provide professional advice (strategic and product specific) on the most suitable ways to achieve these.

WHAT HAPPENS IF MY CIRCUMSTANCES CHANGE?

Naturally over time circumstances, objectives and legislation can change so it is essential things are reviewed at least annually to ensure such change is factored into your financial plan and any adjustments to the initial recommended action is considered. This is where our On-Going Review service features and is seen as a vital part of our offering.

You will have our professional advice and help to decide how much provision you need to make, and the priority in dealing with your finances. This will all be sensibly balanced in relation to your current income and your prospects. All our proposals will be fully explained and any costs explained, so that you'll know exactly what and why before you agree to anything. Please see below for "Our Advice Process" and "Legal Information".

HAVE ACCESS TO
PROFESSIONAL KNOWLEDGABLE ADVISERS
WHEN YOU NEED IT

Cherwell Financial Services Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered Office Ground Floor, Unit 15 Somerville Court, Trinity Way, Banbury Business Park, Adderbury, Oxfordshire, OX17 3SN.

Registered in England. No. 08566532

©Cherwell 2018