Home Financial Services Limited

About Us

Home Financial Services Limited was created in 2002 to provide a professional and totally independent advice proposition.

Within the company the advisers have some 100 years of combined financial servicing experience in the areas of Management, Banking and Advice.

We are an appointed representative of a large IFA group, which gives us and ultimately our client’s access to a wealth of additional experience and knowledge, backed up with high service standards that we pride ourselves on. We will retain our independent status, which will allow us to give our clients complete impartial advice coupled with the resources of leading financial institutions, both here in the UK and in other tax efficient havens.

As Government legislation is constantly changing, financial planning has become increasingly complex and that is why we have formed close working relationships with other professional advisers, these include Solicitors, Accountants and Stockbrokers. For some of our client's advice will be required by a number of professional advisers. We regularly liaise with these professionals and arrange seminars to update them on financial planning opportunities which are equally relevant to their clients as well as ours.

Prior to discussing any recommendations we will have undertaken a comprehensive review and confirmation of any recommendations accepted by the client will be confirmed in a Suitability Letter or a detailed report. However, we recommend that you should meet with us annually to review the original planning and discuss if necessary any amendments that need to be incorporated. We will continue to monitor financial arrangements in the future to which we are appointed as your Independent Financial Adviser to ensure that they are still appropriate.

We can be remunerated for work done on your behalf by fees and/or commission depending how you wish us to act for you.

We will discuss our fee structure with you prior to the commencement of any work should this apply.

Our Promise

The financial services industry comprises of a multitude of organisations and specialists, each representing any number of financial and investment products in which they often have a vested interest. To the individual, the complexities and implications can be both daunting and potentially risky. Our clients, on the other hand, have the assurance that their affairs are being represented in their best interests and with unbiased independent financial advice.

Our promise is:

• To provide our clients with a high standard of professional advice.
• To provide our clients with a reliable one stop source of advice across a range of financial situations.
• To provide, at our clients request, a free annual review to ensure that they stay on track with their financial goals.

In other words... keeping in touch with our clients on a regular basis, offering them peace of mind to ensure that they stay in control of their financial affairs.