About Somerville Financial Services Ltd

We are Independent Financial Advisers dealing with the leading pension, investment and protection providers. Our clients include individuals and businesses in the insurance, banking and marketing sectors primarily in London and the South East but countrywide as well.Our experienced individuals aim to establish long-term supportive relationships with clients. This provides the basis for a regular review process, essential given the long term nature of most financial commitments.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Employee benefits
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group private medical insurance
  • Group protection

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