Circle Financial Services Limited is a wholly owned subsidiary of Circle Insurance Services Ltd and is authorised and regulated in the provision of regulated financial services advice by the Financial Conduct Authority. Corporate Advice to business owners and decision makers providing advice on employee benefits, executive remuneration and protection of company director assets;.
Expert IFA Reports for litigation matters such as pension splitting and divorce, financial malpractice claims and catastrophic personal injury matters;. Provision of Specialist Expert IFA Reports in accordance with CPR Part 41 setting out financial advice and consideration of periodical payments in high value quantum claims for both Protected Party and non-Protected Party cases.
Expert IFA Reports for litigation matters such as pension splitting and divorce, financial malpractice claims and catastrophic personal injury matters;. Provision of Specialist Expert IFA Reports in accordance with CPR Part 41 setting out financial advice and consideration of periodical payments in high value quantum claims for both Protected Party and non-Protected Party cases.
Services
The Circle Group was established in 1991 by its Chairman, Anthony Norcott. In order to meet the needs of the Group's commercial and personal clients, Circle Financial Services Ltd was formed in 1998 and further expanded by acquisition of financial services brokerages and the development of professional connections across the UK.
We provide holistic financial planning advice and wealth management to Individuals, Trustees, Powers of Attorney acting on behalf of others and Deputies of the Court of Protection. We pride ourselves in nurturing permanent relationships with clients and developing long term financial planning strategies to meet their needs and goals throughout their lifetime.
The firm champions consumer rights for those planning their retirement by lobbying Government, explaining complex issues on BBC TV and Radio, assisting in claims where potential pension mis-selling and scams have taken place. Public Sector Final Salary Scheme entitlements (such as Civil Service and the NHS Pension Scheme) see also Circle Medical Services Website.
As a business owner or decision maker within a business, making financial decisions to ensure you comply with your statutory obligations, retain good staff with employee benefits whilst protecting your own company assets and wealth in a profitable and tax efficient way, can often be a difficult balancing act.
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