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Somerville Financial Services Ltd

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Somerville Financial Services Ltd

Overview:

Somerville Financial Services was formed in 1988 as part of the Somerville Group of companies and has established a respected position within the finantial arena.

In today’s uncertain economic and employment climate it is more important than ever to be aware of your financial strengths and weaknesses.

Independent Financial Advice is of great value enabling you to assess your current circumstances, identify your objectives and then your requirements in financial terms.

Once requirements have been identified, recommendations can be made for dealing with these in an agreed order of priority using products of leading Insurance Companies, Investment Houses, Banks and Building Societies.

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.

As well as providing a service to individuals, the requirements of Corporate Clients can also be provided for. This may include Key Person and Share Protection Cover as well as group arrangements for Pension, Life and Health Insurances.

As Independent Financial Advisers, the following is just a selection of the services we provide: Pension planning Life assurance, Mortgages, Lump sum investments, Savings, Permanent health, critical illness and medical expenses Insurance and tax efficiency.

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Ascent Limited

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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