Financial Advice

Louise is able to provide holistic financial planning advice and wealth management to Individuals, Trustees, Powers of Attorneys acting on behalf of others and Deputies of the Court of Protection.

Louise prides herself in nurturing long term relationships with clients and developing long term financial planning strategies to meet their needs and goals throughout their lifetime.  Client relationships extend over many years and her service proposition provides a choice of ongoing service levels to ensure financial plans and arrangements are reviewed regularly to adapt to changes in personal circumstances and inevitable economic changes.

Services include provision of advice in the following areas;

  • Investment strategy, tax efficient portfolio construction and management;
  • Pre and post retirement planning including pension transfer analysis, pension drawdown and annuity strategies;
  • Mortgage advice including equity release, Lifetime Mortgages and Buy to Let Schemes;
  • Long Term Care provision and Private Medical Insurance.
  • Family and individual protection arrangements such as life assurance and income protection plans.

A holistic approach always considers tax and trust planning opportunities whenever appropriate. 

Copyright © 2018 Circle Financial Services Limited. All rights reserved.
If you would like more information please visit Circle Financial Services Limited or call 01260 298 612 / 020 7265 7470.

Circle Financial Services Limited is a wholly owned subsidiary of Circle Insurance Services Ltd.
Authorised and Regulated by the Financial Conduct Authority (FCA). Reference Number 148759.

Circle Financial Services Limited, registered in England & Wales at 118 Holyhead Road, Coventry, CV1 3LY. Registered number 3657694.

Your home is at risk of repossession if you do not meet your repayments on any mortgage or loan secured against your property.
The FCA does not regulate the provision of advice for periodical payments, tax or trusts.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients.

Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

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