Somers Financial Ltd
Financial Planning

Although we no longer provide advice on financial planning areas such as Pensions, Savings and Investments ourselves, we recognise that many of our customers may require guidance in these areas and we therefore work with trusted partners who can help.

Our partners operate to the same high, ethical standards as us and have expert and experienced advisers. They offer a range of services and can assist with specific areas of interest or provide a more complete financial planning service. Key areas covered include:

  • Pre-retirement pension planning
  • At and in-retirement planning
  • Investment planning
  • Estate Planning

Please contact us if you would like to discuss these areas further. Depending on your requirements, we will either help you directly or refer you onto one of our partners.