Somborne Financial Planning is a family run business offering a highly personal service to both private clients and small businesses. Launched in 2011, the Directors have extensive experience within the Financial Services industry having worked for a combined period of more than 40 years across several of the Industries leading Companies and Service Providers.
Offering advice across a wide range of financial planning issues we place our clients at the heart of our business and undertake to maintain the highest standards of integrity in all our dealings. Somborne Financial Planning are Independent Financial Advisers and have no allegiance, contractual or otherwise, to any Life Assurance or Investment Provider. Only by being truly Independent do we believe that we can act in the best interests of our clients at all times.
Our services will best suit clients who have at least £200,000 of investable assets. This may be made up of existing pension funds, savings and investments. They are prepared to take time to ensure that their assets are arranged taking full account of their personal circumstances, goals, aspirations and the available options. We live in a world of constant change, and our regular reviews ensure continuing suitability are an integral part of our proposition. We will work with your existing tax and legal Advisers, or make introductions where appropriate, to ensure that associated issues are taken account of and professionally addressed.