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Compass Independent Financial Services

Compass Independent Financial Services


Compass Independent Financial Services' financial review

Employees

9


Compass Independent Financial Services information

Compass is a long-established Independent Financial Advisers practice. But more than that, we are a team of people passionate about what we do and dedicated to building long-term relationships with our clients.Our Services include:- Independent Advice- Wealth Management- Investments and Cash Management- Pensions- Auto Enrolment & Corporate- Protection- Mortgages- Inheritance Tax Planning- Later Li...
Compass is a long-established Independent Financial Advisers practice. But more than that, we are a team of people passionate about what we do and dedicated to building long-term relationships with our clients.Our Services include:- Independent Advice- Wealth Management- Investments and Cash Management- Pensions- Auto Enrolment & Corporate- Protection- Mortgages- Inheritance Tax Planning- Later Life & Retirement Planning Emphasis on serviceOur original ethos remains a constant today, with an emphasis on service and ‘putting you first'. Our commitment to ‘Treating Customers Fairly' is the cornerstone of our philosophy.Truly independent and impartialThe Directors truly believe in fully independent advice so you know from the outset that any advice we give has not been guided by any provider or commission payments, as we are not linked or tied to any financial provider.In it for the long-termWe have developed long-term relationships both with personal and corporate clients, inspiring great client loyalty. Many of our team have been with us for a number of years which helps us build trusted relationships. We have also established good relationships with solution providers in order to continually give good value to our clients.Appointments to suit youWe can visit you at home or at work, or arrange a meeting in our well-appointed, spacious offices in Blofield whichever is most convenient for you.Contact details:Phone: 01603 717202email: enquire@compass-ifs.co.ukwww.compass-ifs.co.uk

Compass Independent Financial Services industries

Independent financial advice
Wealth management
Investments & cash management
Pensions

Compass Independent Financial Services' financial review

Employees

9

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Customer Relationship Management

Employees

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