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In today’s uncertain economic and employment climate it is more important than ever to be
aware of your financial strengths and weaknesses.
Independent Financial Advice is of great value enabling you to assess your current
circumstances, identify your objectives and then your requirements in financial terms.
Once requirements have been identified, recommendations can be made for dealing with these
in an agreed order of priority using products of leading Insurance Companies, Investment
Houses, Banks and Building Societies.
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.
As well as providing a service to individuals, the requirements of Corporate Clients can
also be provided for. This may include Key Person and Share Protection Cover as well as
group arrangements for Pension, Life and Health Insurances.
As Independent Financial Advisers, the following is just a selection of the services
we provide: Pension planning Life assurance, Mortgages, Lump sum investments, Savings,
Permanent health, critical illness and medical expenses Insurance and tax efficiency.
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