Home | Contact us You are here: Our Services » Financial Services OUR SERVICES Corporate Broking Creative & Media (TV, Film) For smaller businesses Claims Motor Claim Report Circle Risk Management Credit Insurance & Bonds Private Clients Home Insurance Fine Art, Antiques, Jewellery & Watches Circle Private Motor Insurance Holiday Homes and Overseas Properties Travel Insurance London Market Wholesale Financial Services Our aim is to bring you the most comprehensive source of financial advice and information in the UK, matched by excellent standards of service and expertise. We adopt a partnership approach to working with our clients. Our objective is to tailor our recommendations to suit individual clients’ requirements and provide solutions to all financial planning challenges. Our advisers are fully qualified to Personal Finance Society Diploma level and hold the Statement of Professional Standing certificate. Our advice will not be product driven but rather, we will consider an overall strategy for your financial needs, taking into account your short term and long term objectives. For further information please click here to visit our dedicated website. Our team of advisers provide full financial advice covering the following areas: • Pension fund planning both pre and post retirement e.g. SIPPs, Drawdown and Annuity strategies • Group Pensions - Stakeholder, Personal,and Occupational schemes • Investment strategy, portfolio construction and management • Tax shelter planning • Education funding • Term Insurance and Whole of Life cover, including Corporate Keyperson covers and Death in Service • Income Protection and Critical Illness for individuals, companies and their employees. • Private Medical and Long Term Care provision • Mortgage advice, including Lifetime Mortgages, and Buy to Let schemes • Inheritance Tax mitigation and advice on trusts • Providing a liaison with accountants, solicitors, stockbrokers and other advisers. The Circle Group Chartered Status Our Services Specialist Schemes Careers/ Opportunities Contacting Circle Group Enquiry Form Cyber FAQ's © Copyright 2004-2021 - Circle Insurance Services Ltd 2021 Privacy Policy This site is designed by Ignition cbs - cms version 1.12.1 Staff access Circle Insurance Services Ltd registered in England & Wales at 118 Holyhead Road, Coventry, CV1 3LY. Registered number 2575623 Authorised and Regulated by the Financial Conduct Authority (FCA). Reference number 307381 Circle Insurance Services is a wholly owned subsidiary of Circle 1991 Ltd Circle Financial Services Limited is a wholly owned subsidiary of Circle Insurance Services Ltd. Circle Financial Services Limited is a wholly owned subsidiary of Circle 1991 Ltd Circle Financial Services Limited, registered in England & Wales at 118 Holyhead Road, Coventry, CV1 3LY. Registered number 3657694. Authorised and Regulated by the Financial Conduct Authority (FCA). Reference Number 148759. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.