About Cornerstone Financial Planning
Cornerstone Financial Planning is an established boutique investment and financial planning practice in Oxford, founded by Simon Neal in 1992 and offering over 30 years of local, independent financial advice. With combined investment planning experience spanning 37 years between their advisers, and currently managing over £90 million of client funds, Cornerstone has built a reputation as one of Oxford's most trusted independent financial advisers. Located at 11 Minster Road (with historical presence at 27 Woodstock Road), the firm provides a personal, relationship-focused service that contrasts with larger corporate advisory firms, offering clients direct access to experienced advisers who truly get to know their circumstances.
Cornerstone's independent financial advice has been commended in Which? magazine and voted 'Shoppers Choice' by Financial Adviser (Financial Times Group), recognising their client-first approach and quality of service. Simon Neal is a regular contributor to BBC radio on personal finance and investment issues, demonstrating the firm's technical expertise and ability to communicate complex financial concepts in accessible terms. This media presence also provides an additional layer of accountability and public scrutiny that can give clients confidence in the firm's integrity and competence. Cornerstone specialises in investment planning, comprehensive financial planning, retirement planning, and wealth management for individuals and families across Oxford and Oxfordshire.
As a boutique practice managing £90 million for their clients, Cornerstone occupies a sweet spot – large enough to provide professional, robust service and access to quality investment solutions, yet small enough to maintain the personal relationships and bespoke attention that can be lost in larger firms. Their 30+ year track record in Oxford means they've helped multiple generations of local families, in many cases advising children and grandchildren of original clients. For Oxford residents seeking an established, independent boutique financial adviser with deep local roots, media recognition, and a proven three-decade track record, Cornerstone Financial Planning represents an excellent choice. Their combination of longevity, substantial assets under management, and recognition from respected consumer publications makes them a trusted name in Oxford's financial planning community.
Fee Structure
Cornerstone Financial Planning operates on a Fee-only basis. This means you pay a clear, upfront fee for advice with no hidden commissions from product providers.
For detailed information about typical financial advisor fees in the Cotswolds, including what you should expect to pay and how to avoid overpaying, read our comprehensive fee guide.
💡 Before Your First Meeting: Always verify FCA registration at register.fca.org.uk and request a clear written fee schedule. A reputable advisor will happily provide both. Read our guide to choosing a financial advisor for more tips.