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We are an Independent Financial Adviser, established in 1988, 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 service provided by experienced individuals whose aim is to establish long-term relationships with clients.

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 and reliable 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

HOW CAN I PROTECT MY WEALTH FROM INFLATION  | DECEMBER 2021

HOW CAN I PROTECT MY WEALTH FROM INFLATION | DECEMBER 2021

CORONAVIRUS IMPACT ON THE GLOBAL ECONOMY  | MAY 2020

CORONAVIRUS IMPACT ON THE GLOBAL ECONOMY | MAY 2020

INVESTING FOR YOUR FUTURE  | MARCH 2020

INVESTING FOR YOUR FUTURE | MARCH 2020

PENSION FREEDOMS HOW WILL YOU TURN YOUR PENSION INTO MONEY YOU CAN USE? FEB 2020

PENSION FREEDOMS HOW WILL YOU TURN YOUR PENSION INTO MONEY YOU CAN USE? FEB 2020

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

Unit 4,
Stour Valley Business Centre,
Brundon Lane,
Sudbury CO10 7GB

Telephone: 020 3872 1800
Fax: 08712 772514

OUR DIGITAL MAGAZINE

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