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.
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 this communication from us via 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 2017 Somerville Financial Services Ltd.