Somerville Financial Services Limited offers a consistent ongoing service provided by experienced individuals whose aim is to establish long-term relationships with clients.
This provides you with a source of information for financial queries and a basis for the regular review process, essential given the long term nature of most financial commitments.
We are Independent Financial Advisers dealing with the leading pension, investment and protection providers. Our clients include individuals and businesses in the insurance, banking and marketing sectors primarily in London and the South East but countrywide as well.
The company was established in 1988 and employs experienced advisers to provide you with a professional, consistent and ongoing service.
As well as individual arrangements and employee benefit services for corporate clients we offer a financial planning service to help you achieve your financial aims and objectives.
As you will know, 2016 has been a year of change for Somerville Financial Services Limited. We have moved our operation from Suffolk into The City of London to join the rest of our team. The move has inevitably led to some changes within the organization. Since settling into our new office at One Aldgate, we have been busy building on our existing team, and so we are delighted to introduce our latest recruits to you. Andrew Bird has joined us as Group Risk Manager, and Mike Johnson has joined as Private Client Manager. Both Andrew and Mike come to Somerville with significant experience in the financial services sector and, along with their respective teams, will continue to provide a solid support function to our Consultants, which will in turn help us to provide the best possible service to you.
As we fast approach the end of this busy year, we would like to take the opportunity to thank you for your continued support, and extend to you our warmest wishes for the festive season, and the coming New Year.
Philip Gough and all at Somerville Financial Services Limited
A Pension is the ultimate long term investment for you with special tax incentives.
Making sure you are adequately covered for whatever life throws at you.
Advice for inheritance tax planning, to reduce the liability on those receiving benefits.
From the NISA to Individual Cash Investments.
The key benefit of the Private Client Service is that it affords a platform where a wide range of investment vehicles such as Pensions, ISAs, Collectives (Non- ISA portfolio), Cash Accounts and Investment Bonds (Onshore & Offshore) can be housed, whilst benefiting from a discounted on-going fee subject to the size of your portfolio.
For more information and how to register for our Private Client Service, please contact us.
Telephone: 020 3872 1800
Fax: 08712 772514
To receive every issue of our magazine by email, simply register your name and email address in the form below.
Registered Office: Buzzards Hall, Friars St, Sudbury, Suffolk, CO10 2AA
Registered No: 2249579 in England and Wales
Somerville Financial Services Ltd is authorised and regulated by the Financial Conduct Authority.
Somerville Financial Services Ltd is an Independent Financial Adviser.
© Copyright 2014 Somerville Financial Services Ltd.