Our Philosophy

We pride ourselves on creating, preserving and accumulating wealth through effective, innovative financial planning and portfolio management.

Somers Financial Limited provides clear independent financial advice and active investment management to businesses, professionals and personal clients. We provide impartial, unbiased and objective financial advice, with a view to protecting and enhancing our client’s wealth and sense of well-being.

Our qualified advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.

We base our business on clear goals and strong leadership. We believe that working with us to provide your financial journey is the best thing you will ever choose to do. We deliver advice in a professional manner always with our clients’ best interests at heart.

We take a modern approach to financial planning and investment management whilst maintaining old fashioned values. We offer some of the most experienced, able and highly-regarded professionals working in financial services today.

Our service is all about helping you with professional advice to create, build and protect your wealth and minimise your tax liability in a wealth preservation plan which we will develop and monitor over a long-term, on-going relationship.