April 30, 2018 somervillefs

Somerville Financial Services has been my pension consultant since 1998 and my financial adviser, as a “retail client” for investment business since I retired in 2005.

I have always found their directors and financial planners both professional and forthcoming with their advice and recommendations.

Initially the planners consulted with me to assess my appetite for risk, or otherwise, and following each annual review of my financial position with the resultant strategy, it is clear that an assessment of my approach to risk exposure has been considered.

Safe-to-say that I have every confidence in the manner in which Somerville Financial Services manage my financial portfolio and that my appetite for risk is treated with the utmost consideration.