Testimonials

Many people now see reviews and comments as an integral part of their decision making process when engaging an adviser.

  • I like the openness, honesty and integrity of this organisation. The manager allocated to me is of the highest trust and very enjoyable to work with. They are extremely reliable. I am very pleased with the service.

    C. JOHNSON – SUFFOLK (CLIENT)
  • I can certainly recommend Somerville to any potential clients for their highly professional service, advice and diligent work over the last 20 years they have provided me both individually and corporately.

    R. HARWOOD – HERTFORDSHIRE (CORPORATE CLIENT)
  • Despite working in the financial sector for nearly 50 years, understanding pensions has always been very challenging. Somerville’s advice and clear guidance in arranging and moving my various pension funds into a single wrap was first class and very professional.

    Advice given was very clear and easy to understand and investment options aligned to my own circumstances following detailed examination. I would have no hesitation in recommending Somerville to my friends and family.

    BARRY – ESSEX (CLIENT)
  • The professionalism, expertise and friendliness of the guys at Somerville, in the management of my financial affairs, has meant a stress free retirement for me.

    C. TATTON – KENT (CLIENT)
  • Since my husband died a year ago Somerville Financial Services Ltd has been responsible for setting up and managing my Self Invested Personal Pension. Throughout the whole process and since, the financial advisors have been open, honest and transparent in discussions with me, advising me on the best pension and the implications of my decisions, making recommendations and offering excellent advice.

    I have found them to be highly professional, taking time to explain the process and the possible outcomes in an understanding, efficient and sensitive manner. The written documents provided by the Somerville have been clear, free of jargon and suitable for my requirements, often providing additional advice and assistance when I needed it.

    SUE – SURREY (CLIENT)
  • I have known Somerville’s for some 15 years. They were the first financial advisers of whom I had experience. I have since talked to a number of other advisers and Somerville’s compare very favourably. I have found them willing listeners and whilst they have suggested various options for investments or pension funds they have only sought to try and guide where they think is best. They are very approachable and have always followed instructions correctly I could recommend them for anyone looking for an independent adviser.

    DOUG – NEWCASTLE (CLIENT)
  • I first met Somerville and Gavin in particular as they are the pensions and benefits consultant for my employer. Through regular meetings, Gavin has now become a trusted adviser for me personally.

    His knowledge and level of service is superb and I use him to advise me on all aspects of my family’s finances. A recommendation can not come highly enough

    SIMON – BUCKINGHAMSHIRE (CLIENT)
  • I have used Somerville Financial Services for the past twelve years to manage my pension arrangements. Throughout this period I have found them to be professional in their advice and efficient in their level of service.

    Their staff are always very helpful and friendly to deal with. I have no hesitation in recommending them.

    R. WAITE – GLOUCESTERSHIRE (CLIENT)
  • 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.

    A. BARWICK – LONDON (CLIENT)
  • Somerville has provided invaluable financial advice to both the company and our employees for a great number of years. They currently provide advice on our four main benefit schemes, namely Group Life Assurance, Income Protection, Provide Medical Insurance and Pensions. During our association with Somerville, we have found their services both efficient and professional and would recommend them to any prospective client.

    STELLA – LONDON (CORPORATE CLIENT)
  • Somerville Financial Services Ltd have acted on behalf of this company for over 20 years and they have seen the employee base grow from 10 to 145 today.

    They have always provided balanced, considered advice in a thoroughly professional manner over the years, not only to the Company but also to all of the individual employees who have passed through the company over this period, which total around 275 people, most of whom they continue to act for.

    They have recently guided the company through the various stages of Auto Enrolment, which made our processing so much easier.

    They provide our employees with timely, regular and pertinent advice and guidance as and when the Pension Laws change, picking up on matters such as Lifetime Allowances for the higher earners.

    Many employees have used Somerville’s for other personal matters, such as general financial advice, mortgage advice and tax planning.

    Somerville’s also act for the company on the company Life Assurance scheme of 4 times salary and the Permanent Health Insurance, which they market for us every year and therefore keep our costs down to an acceptable level. They have been most helpful whenever any claim has had to be dealt with under these two policies.

    In addition to these policies they manage our Private Health Insurance scheme, which over the years has moved three times with very few problems for the company and the staff, which has been very impressive.

    JAMES – LONDON (CORPORATE CLIENT)

OFFICE ADDRESS

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

Telephone: 020 3872 1800
Fax: 08712 772514

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