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
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 • Secretary • Accountant • British • Lives in UK • Born in Dec 1970
Director • Financial Adviser • British • Lives in England • Born in May 1977
Director • Insurance Broker • British • Lives in England • Born in Nov 1958
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