Somerville Financial Services Ltd

Somerville Financial Services was established in 1988 and provides individual and corporate clients with financial advice. The team is experienced and aims to establish long-term client relationships, working as a strategic partner.
  • Employee Benefits
  • Workplace Pensions
  • Protection Products
  • Private Client Service
  • Independent Financial Advice

Size
Small
Phone
N/A
Email
N/A
Locations
Unit 4, Stour Valley Business Centre, Brundon Ln, CO10 7GB
02038721800
9:00 - 17:00
Digital Popularity
Social Media
Company Details
Somerville Financial Services Ltd is operated by Somerville Financial Services Limited and is a Active company incorporated on 29 April 1988 with the registered office located in Norwich, Norfolk. Somerville Financial Services Limited was registered 37 years ago.

Status
Active
Size
Micro
Directors
4
Age
37 years old
Employees
12
Turnover
Unreported
Total Assets
£606.46K
Cash in Bank
£382.97K
Total Liabilities
-£140K

Director • Financial Adviser • British • Lives in England • Born in May 1977
Director • Insurance Broker • British • Lives in England • Born in Nov 1958
Director • Secretary • Accountant • British
Somerville Financial Services Holdings Limited
PSC
Teams
All
8
Management
5
Administration
4
Other
1
Director • Joined Apr 1988
Practice Manager • Joined Jan 2020
Adviser • Joined May 2008
Practice Manager & Adviser
Paraplanner • Joined Jul 2022
Account Administrator
Financial Services Administrator
Senior Employee Benefits Co-ordinator • Joined Nov 2018
Director • Joined Apr 1988
Practice Manager • Joined Jan 2020
Adviser • Joined May 2008
Practice Manager & Adviser
Paraplanner • Joined Jul 2022
Practice Manager • Joined Jan 2020
Administrator • Joined Feb 2014
Account Administrator
Financial Services Administrator
Senior Employee Benefits Co-ordinator • Joined Nov 2018