Francis Financial Services Ltd

Francis Financial Services Ltd is a firm of Independent Financial Advisers (IFA) based in Somerset. We provide advice to clients on all aspects of their finances. We achieve high levels of personal service by fully understanding your needs, wants and aspirations. As independent financial advisers, our clients benefit from us being able to offer advice on the broadest range of products and services. Whether its investment advice, retirement planning, life insurance or simply reducing costs, we have many years of experience in finding a suitable solution for our clients' needs. We have existing clients that we have seen through over 20 years and the many changes in legislation and investment markets over that period. We provide advice and help following a personal financial review, which is carried out at a time and place convenient to you. Usually a review will start with a very broad discussion of your concerns and objective, before moving onto a thorough review of your financial affairs. We aim to offer all our clients: An efficient, first class, professional service while retaining the personal touch The benefit of our years of experience and study A plan tailored to your specific requirements, which can be reviewed and adjusted over time Research and administration backed up by the latest technology Assurance of our confidentiality and trustworthiness We can help you with following: Investments & Savings Retirement Planning Long Term Care Planning Tax & Estate Planning Life Assurance & Protection Business Protection Private Health Insurance

Address: The Rowans, 8 Greys Road, Merriott, Somerset TA16 5PD, United Kingdom

Phone: +44 1460 736 66
FAX: +44 1460 755 66