Quality Advice for an enriched future
At Circle Financial Services Limited, we pride ourselves on providing expert, innovative, and transparent financial advice to individuals and businesses alike. As a leading independent financial advisory firm, we have built a reputation for delivering exceptional service to our clients, providing them with the expertise they would expect from a large organization, combined with the friendly and bespoke service they would expect from a small local company.
Our Story
Founded in 1991 by its Chairman, Anthony Norcott, the Circle Group has a rich history of providing high-quality, regulated independent financial advice to clients seeking help with their financial planning and wealth management. Our London-based company has grown and developed over the years, establishing a national presence with offices in the City of London, the Midlands, North West, and Scotland.
Our Approach
Our philosophy is centered around providing tailored, personalized advice to each of our clients. Our team of experienced financial advisors is dedicated to understanding the unique needs and goals of each individual or business, crafting a bespoke financial plan to help them achieve their objectives. Whether you're a healthcare professional seeking advice on your pension, a business looking to optimize your employee benefits, or an individual seeking to grow your wealth, we are here to provide guidance and support every step of the way.
Services
At Circle Financial Services Limited, we offer a range of services designed to cater to the unique needs of our clients. These include:
- NHS Pensions: expert advice on pensions for NHS employees
- Personal Wealth: holistic financial planning and wealth management
- Pension Rights: analysis, retirement, and tax planning
- Expert Witness Court Reports: independent IFA witness court reports in accordance with CPR Part 35
- Corporate Advice: advice on employee benefits and shareholder protections
About Our Team
Our team is led by Managing Director Louise Claro, a renowned expert in the financial planning and wealth management industry. With extensive experience and a track record of success, Louise has been recognized as an expert witness by the Courts of England and Wales in high-profile cases. She is also a regular contributor to BBC Breakfast TV and national BBC Radio 4 consumer affairs programs.
At Circle Financial Services Limited, we are committed to providing innovative, creative, and transparent financial solutions that meet the changing needs of our clients. We pride ourselves on our technical expertise, robust research, and independent thinking, ensuring that our clients receive the most effective and tailored advice possible.
Overall Experience
The reviewer has had a disappointing experience with the pension provider, stating that they would not recommend their services.
Lack of Communication
A major issue highlighted by the reviewer is the lack of communication from the provider. Despite taking a yearly fee, they failed to contact the reviewer to offer any financial advice or guidance.
Fees and Charges
The reviewer feels that the fees being taken by the provider are unjustified, given the lack of service or communication provided in return.
