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Surrey Independent Financial Services Ltd

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Surrey Independent Financial Services Ltd

Overview:

Surrey Independent Financial Services was established in 1998.

We take pride in providing truly independent impartial financial advice on products from the whole market place on a fee or commission basis. The research and advice you will receive will be the same whichever route you decide. We provide an initial financial review free of charge to establish your financial objectives and work with you to help you understand the very best options and solutions available to you. We have Chartered financial planners and specialist home equity release advisers available to discuss more complex retirement & financial planning solutions.

We have seen many changes recently, both in legislation, the economy and indeed taxation which can affect everyone in different ways. Personal circumstances can also change dramatically, such as marriage, birth, bereavement, illness, separation, divorce, retirement, redundancy and career changes which is why it is essential to seek advisers who understand the effects these can have and help you plan effectively.

When we say that we are Independent, we really do mean Independent. This all important word is often banded about all too freely, but we can assure you that here we are absolutely committed to offering our clients truly independent and impartial advice; please allow me to explain….. It may sound obvious, but when advising clients, we start with a completely blank canvas and have no agenda or preconception of what the outcome of our dealings might be. Only after we have established our clients' unique and very specific needs and objectives, whether you're talking to us about retirement planning, mortgage requirements, savings and investments, life assurance and protection we research the whole of the market to identify for you the most suitable products from all that are available.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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