0330 038 8939
Based in Bath
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FCA status: Certified by Firm
Rupert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rupert's status
Last checked: 04 May 2025
Rupert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rupert's status
Recent Client Reviews
Rupert has not received any client reviews in the past 12 months
Rupert has not received any reviews in the last 12 months
Rupert has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Rupert has not yet added their qualifications to their profile
Qualifications not yet added
Rupert has not yet added their qualifications to their profile
Transparent Fees
Rupert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rupert has provided information on their typical fees
Rupert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA status: Certified by Firm
Rupert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rupert's status
Last checked: 04 May 2025
Rupert is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Rupert's status
Recent Client Reviews
Rupert has not received any client reviews in the past 12 months
Rupert has not received any reviews in the last 12 months
Rupert has not received any client reviews in the past 12 months
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 31 January 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Qualifications Uploaded
Rupert has not yet added their qualifications to their profile
Qualifications not yet added
Rupert has not yet added their qualifications to their profile
Transparent Fees
Rupert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Rupert has provided information on their typical fees
Rupert has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Having spent most of my twenties studying Chinese, I lived and worked in Shanghai and London as an education consultant for HNW Chinese clients. In 2017, I self-funded and received the Chartered Insurance Institute’s Diploma in Regulated Financial Planning and have been working at Cornerstone Financial Planning ever since. Designing bespoke investment portfolios is my passion; whether it’s an ISA, pension, or investment bond, helping clients to understand that at the root of all successful financial plans investment choice is key. Cornerstone’s 40+ years of boutique investment management, small, dedicated team, and access to the whole market, enables our clients to successfully navigate an increasingly volatile financial world. My client base is extremely diverse – ranging from young professionals and business owners just starting their financial planning journeys, to older clients enjoying their golden years in retirement. As a lifelong linguist, I believe that the key to all successful human interactions is communication. Listening to clients, empathising with their needs, and building trust and rapport is paramount in developing lasting relationships and effective financial plans. My goal is to provide every client with financial peace of mind – enabling them to focus on pursuing their dreams and aspirations. A keen surfer – I spend most of my free time at the beach or doing Pilates. Life is always better catching a wave.
Offers available through VouchedFor
Contact Rupert through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Rupert's clients
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