Financial services
Civvals is authorised and regulated by the Financial Services Authority
We have offered financial services to our clients since 1988. To demonstrate our continued commitment we have set up a separate company, Civvals Financial Services Limited.
Our advisors are qualified in all aspects of personal and corporate finance. All our advice is tailored to personal circumstances and is based on a thorough analysis of present and future requirements.
For a free, no obligation meeting to discuss how we can help you or your business, please contact Phillip Fisher via email (phillip@civvals.co.uk) or phone (020 7258 3461) to arrange a mutually convenient appointment.
Our advice covers these areas:
Personal Financial Planning
- Life assurance
- Pensions
- Investments
- Savings
- Income protection
- Private medical insurance.
We are also licensed Estate Planners and can prepare for you either a basic or inheritance-tax-efficient will.
Tax Planning and how to mitigate:
- Income tax
- Corporation tax
- Capital gains tax
- Inheritance tax
Corporate Financial Planning:
- Share and partnership protection
- Pensions (including Stakeholder Pension Plans)
- Group life
- Group critical illness
- Group income protection
- Group private medical insurance
We can advise on how to put together employee benefit packages to help you retain your most valued staff.
We agree with our clients in advance on the way in which we are remunerated for the advice we provide. This can be either on a fee basis, commission only basis or a combination of both. If we charge a fee, all commissions are rebated back into the contracts arranged to enhance the benefits or reduce the cost.
For a free, no obligation meeting to discuss how we can help you or your business, please contact Phillip Fisher via email (phillip@civvals.co.uk) or phone (020 7258 3461) to arrange a mutually convenient appointment.
