Independent Financial Advisers
Circle Financial Services Limited and the financial services division is registered directly by the Financial Services Authority (FSA). The companies operate from our offices in Coventry, London and Glasgow.

Our Independent Financial Advisers are all qualified to at least the Financial Planning Certificate and have many years' experience in the industry, making them ideally placed to help you in any of the following areas :

Corporate
 Personal
  • Employee Benefit Schemes
  • Stakeholder Executive & Group Pensions
  • Death In Service Cover
  • Shareholder Protection
  • Loan Protection
  • Group Income Protection
  • Keyman Protection
  • Investment & Tax Planning
  • Inheritance Tax & Use of Trusts
  • Pension Provision & Transfers
  • Life & Critical Illness Insurance
  • Income Protection (PHI)
  • Long Term Care Provision
  • Health Care Assurance
  • Annuities
  • Mortgages
  • School & University Fees Planning
 
We believe that it is important to know our client, their objectives and current resources in order to give objective advice.

Our advisers spend time to collect and analyse your information before making recommendations, using a highly experienced team of advisers.