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We are an Independent Financial Adviser, with a wealth of knowledge and expertise to help manage your financial affairs.

WELCOME TO SOMERVILLE FINANCIAL SERVICES

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.

Latest News

YOU HAVE ONE LIFE SO INVEST WISELY – NOV 2018

YOU HAVE ONE LIFE SO INVEST WISELY – NOV 2018

MAKE IT A DATE

MAKE IT A DATE

PROTECTING YOUR ESTATE FOR FUTURE GENERATIONS

PROTECTING YOUR ESTATE FOR FUTURE GENERATIONS

FINANCIAL FREEDOM

FINANCIAL FREEDOM

Pensions

A Pension is the ultimate long term investment for you with special tax incentives.

Protection

Making sure you are adequately covered for whatever life throws at you.

Inheritance Tax

Advice for inheritance tax planning, to reduce the liability on those receiving benefits.

Investment

From the NISA to Individual Cash Investments.

Private Client Service

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.

OFFICE ADDRESS

Boundary House,
7-17 Jewry Street,
London,
EC3N 2EX

Telephone: 020 3872 1800
Fax: 08712 772514

OUR DIGITAL MAGAZINE

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Why do we need this information? We need your email address to enable us to periodically send you our digital magazine. We need your name to enable us to manage our contact list effectively and to be able to send you personalised emails.