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The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested. 




I’ve always been wary of financial advisors until I met Jen. She explained everything in so much detail that I could clearly understand the plans she set in place while giving us a very competitive price. I will be working with her again in the future for our financial needs and fully recommend her to anyone.

Vicki Grey

Blumango Creative


Bay Tree Financial Planning Contact Details

The Old Barn, Cornbury Park, Charlbury, Oxfordshire, OX7 3EW
T: 01608 813070

Contact Form

Thank you for visiting my website. If you are considering taking financial advice I would love to talk to you. Please feel free to call me on 01608 813070 or alternatively please fill out the form below and I’ll contact you as soon as I possibly can.

Advice Required

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Bay Tree Financial Planning’s office is in the beautiful grounds of Cornbury Park Estate


For many, sorting out their financial position can appear to be a very mundane process – somehow, driving down a private tree-lined drive with wildlife and a fishing lake can make that process a whole lot more enjoyable.


If you are unhappy with our service

If you have a complaint about your adviser or any financial advice you have received from your adviser, please contact us:

Quilter Financial Planning Complaints Department

Riverside House

The Waterfront

Newcastle upon Tyne

NE15 8NY



Tel: 0191 241 0700


You can find more information by visiting the Quilter Financial Planning website:


If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (