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Our philosophy is to provide our clients with the level of expertise they would expect from a large organisation with the friendly and bespoke, caring and accessible level of service they would expect only to get from a small local company.

Services

NHS Pensions

Specialist advice for NHS employees on their pensions

Personal Wealth

Holistic financial planning advice & wealth management

Pension Rights

Pension benefits analysis, retirement & tax planning

Expert Witness Court Reports

Expert IFA witness court reports in accordance with CPR Part 35

Corporate Advice

Advice on employee benefits & shareholder protections

Providing Personal & Corporate Financial Solutions

Quality Advice for an enriched future

Contact an Advisor

INNOVATIVE CREATIVE TRANSPARENT

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

Louise Claro

managing director

Louise Claro

Louise Claro is one of the UK’s leading financial advisers, recognised as an expert witness by the Courts of England and Wales in high profile cases. She is a regular BBC contributor for programmes such as BBC Breakfast TV and national BBC Radio 4 consumer affairs programmes.

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