Pension Advisers in United Kingdom
The foundation of the services that we provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients financial planning strategy as events inevitably change. Our approach is simple, we aim to create strategies and structures…
- Business & Finance
- cash flow
- Cash management
- Corporate Investment
- Death in Service
- Employee Benefits
- Exit Planning
- Financal services
- Financial Advice
- Financial advice for directors
- Financial Wellbeing
- Group Pension Schemes
- key person insurance
- Loan Protection
- Pension Advice
- Pension advice & transfers
- Pension Auto Enrolment
- Pension Consolidation
- PMI
- Private and Company Health Ins
- Protection planning
- Relevant Life Insurance
- Sharehoder Protection
- annuities
- Buy To Let
- Critical Illness Insurance
- Equity Release
- family protection
- Financial Advice
- Financial Planning
- Income Protection
- Inheritance Tax Planning
- Investment
- investment planning
- ISA's
- Life Insurance
- money management
- Mortgage
- Pension Transfers
- Pensions
- Business Owner
- Capital Gains Tax
- Critical illness cover
- Death in work insurance
- Employee Benefits
- Financial Advice
- Financial Planning
- Income Protection
- Inheritance Tax Planning
- INvestment management
- Investment Planning
- Investment Advice
- ISA
- Keyperson
- Life & Medical Insurance
- Pension Advice
- Pension Auto Enrolment
- Pension Consolidation
- Pension Planning
- pension review
- Portfolio Management
- Profit Extraction Strategies
- shareholder protection
- Business Protection
- Commercial lending
- Critical Illness Insurance
- family protection
- Financal services
- Financial Planning
- Income Protection
- Inheritance Tax Planning
- Investment
- Life Assurance
- Pensions
- Private Medical Insurance
- Wealth Management
- Wills and Estate Planning
- Business development
- Marketing & Branding
- Marketing & Communications
- Strategy & Planning
Since 1994 Sorensen Financial Services has been providing independant financial advice to its clients and is now ranked amongst the top 100 IFA firms in the country.Area of ExpertiseProviding whole of market financial solutions to meet clients needs in the areas of life assurance, retirement, investments and estate planning.
- business continuity
- Business Protection
- Capital Gains Tax
- Capital Growth
- Cash flow modelling
- Cash Flow Planning
- Critical illness cover
- Critical Illness Insurance
- Estate planning
- Estate tax planning
- family protection
- Financial Advice
- Financial Adviser
- Financial Analysis
- Income Protection
- income tax
- Inheritance Tax Planning
- intergenerational planning
- Investment
- Investment Bonds
- investment planning
- ISA's
- Life Insurance
- Pension Transfers
- Pensions
- Pensions on Divorce
- Retirement & Pension Planning
- Retirement Options
- Retirement Planning
- Tax Planning
- Trust Planning
- Trusts
- Trusts & Estate Planning
- Unit trusts
- Wealth Management
- wealth preservation
- 12000 investment choice
- bloodline planning
- enterprise investment schemes
- family protection
- Goal Planning
- graded managed portfolios
- Income Protection
- Inheritance Tax Planning
- Investment
- investment planning
- Life cover
- Pension
- Pension Transfers
- Pensions
- Pensions on Divorce
- power of attorney
- Protection
- side ways inheritance
- vct (venture capital trusts)
- wealth preservation trusts
- Wills
H.E. Financial Services Limited were originally part of Hill-Eckersley Chartered Accountants in Bolton, hence the name of the business. We are now a completely seperate business whilst still retain a professional working relationship with them. We were Independent Financial Advisors and had an exciting opportunity in 2010 to…
- Finance
- Financial Advice
- ISAs
- Pension Advice
- Protecting your family
- Structuring your finances
- Tax Efficient Investments
- Business Protection
- Critical illness cover
- family protection
- Income Protection
- Investment
- investment planning
- ISA's
- Life Insurance
- Mortgage Advice
- Pensions
- Retirement Planning
- Unit trusts
- Wealth Management
- wealth preservation
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