Severn Financial Services provides independent financial advice to individuals who wish to create, enhance and protect their wealth. We provide advice on investments, tax planning, pensions and retirement planning. With the flexibility and scope to apply broad based knowledge and specialist in-house expertise, our advice remains balanced and unbiased.
We will provide you with a coherent strategy, aimed at achieving your long-term goals. The only alliances we have are with you. From freedom comes opportunity. Our impartial approach enables us to offer pragmatic advice and deliver decisive recommendations. For you, that means a saving of time, money and the acquisition of a clear, well-structured strategy.
We will provide you with a coherent strategy, aimed at achieving your long-term goals. The only alliances we have are with you. From freedom comes opportunity. Our impartial approach enables us to offer pragmatic advice and deliver decisive recommendations. For you, that means a saving of time, money and the acquisition of a clear, well-structured strategy.
Services
By working in partnership with you and your professional advisers, we gain a detailed understanding of your current situation, objectives and attitude to risk, allowing us to structure the right financial solutions to achieve your financial goals. Establish and define our working relationship.
We will clearly explain and document the services that we will provide you and define both our and your responsibilities during the personal financial planning engagement.We will explain fully how we would be paid and by whom. Between us we would agree on how long the professional relationship should last and on how decisions will be made.
We will clearly explain and document the services that we will provide you and define both our and your responsibilities during the personal financial planning engagement.We will explain fully how we would be paid and by whom. Between us we would agree on how long the professional relationship should last and on how decisions will be made.
Whatever your objectives we believe that all investors aim to have access to a range of flexible, tax-efficient investments. Our independence allows us to draw on the expertise of both in house investment specialists and external investment managers in our aim to achieve maximum returns. We firstly aim to understand your financial circumstances, objectives and attitude to risk, before we can make any recommendations.
A pension is one of the most critical investments that you will make during your life and our aim is to help you select the right pension plan for you. Retirement planning is one of the core strategies that we devise for our clients. Recent legislation, allowing a wider range of investments in self-invested personal pension plans (SIPPs) has opened up numerous planning opportunities in this area.
Divorce can be a daunting time and although you or your legal team will have achieved the best possible financial terms, you need to focus on building a safe financial future. Although it is always advisable to take your time over any new decisions - especially those regarding your finances - inertia can easily set in and you can find yourself losing out in the long term.
We seek to arrange your affairs in the most tax-efficient manner possible, using conventional investment products as well as trusts and similar structures designed to provide tax efficiency in what is an increasingly hostile tax environment. Income Tax is a tax on income. Not all income is taxable and you're only taxed on 'taxable income' above a certain level.
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