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Services >
 Financial Services
Through our associated firm, Spencer Gardner Dickins Financial Services Limited, we are able to assist you with the whole spectrum of your finances,whether it be arranging life assurance,mortgage protection, obtaining finance, pensions or investments,we have the expertise to help you. Our 360o approach means that we will fully consider your overall circumstances in providing solutions for you. We take time to listen to you and to get to know your particular circumstances in order to provide you with advice which is right for you.
Who we work with
We provide financial services to private individuals, from those with relatively simple financial services requirements to those whose circumstances are more complex and require a more sophisticated approach. We also work with trusts and their trustees.
We provide financial services to owner managed and entrepreneurial businesses of various types throughout the Small Medium Enterprise sector ranging across the whole spectrum from Industrial to Hi Tech, from Service Industries to the Professions.Our clients include Limited Companies, Partnerships and Sole Traders.
What we do
Inheritance Tax Planning
This is an issue that affects a growing number of people and we aim to provide a workable solution to minimise this liability.
Investments
We will establish an investment approach best suited to your needs, your attitude to risk and your tax position.
Protection
We will ensure that we select appropriately from the many and varied policy types to ensure that your specific needs are met.
Mortgages (Commercial and Residential)
We are able to find the best type of mortgage for your particular needs, liaising with both lenders and lawyers to ensure the whole process runs smoothly.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE.
Pensions
Amongst the many ways to save for your retirement we will help you identify the way which is best for you, using the most tax efficient and appropriate vehicle for your specific needs.
The benefits for you
Financial Services is an important part of our 360o approach to the affairs of our clients.Our overall understanding of your circumstances means that we are uniquely placed to provide you with the specific and comprehensive advice which you need.Whether the advice you need is personal or business we will take time to understand your needs in order to provide appropriate advice.We won’t just leave it at that either but will continue to monitor your affairs so that any advice given continues to be relevant.
What next?
Why not call us to discuss your particular needs and let us demonstrate to you our expertise and willingness to help you in dealing with the important financial service requirements of you and/or your business.
Spencer Gardner Dickins Ltd are not authorised under the Financial Services and Markets Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.
Spencer Gardner Dickins Financial Services Limited is authorised and regulated by the Financial Services Authority.
Require more information?
If you would like more information or would like to ask us a question then call us on 024 7625 7481. To ask us a question online click here.
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