Personal Insurance

Financial Services

Circle Financial Services Ltd is a wholly owned subsidiary of Circle Insurance Services Ltd and is authorised by the Financial Conduct Authority providing the highest level of wealth management and financial advice to individuals and businesses.

Circle Financial Services Limited provides independent financial advice and specialist services in the following areas;

  • Personal Financial Planning Advice including Wealth Management;
  • Corporate Advice to business owners and decision makers providing advice on employee benefits, executive remuneration and protection of company director assets;
  • Trustee, Power of Attorney and Deputyship Advice;
  • 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.

Click here to access our dedicated Circle Financial Services web page

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