Your Future, Our Business
Sorensen Financial Services has 20 qualified consultants working from local offices from Lancaster in the North to Oxford in the South.
Sorensen Financial Services
***STOP PRESS*** We are RDR Compliant!
You will have seen in the Press details of the changes that the Finanial Services Profession have been going through. We can confirm that all of our investment advisers conform to the following:
1. Are QCF Level 4 Qualified or Higher.
2. Sorensen Menu of Charges - making our fees completely transparent.
3. Sorensen Client Service Agreement - making the level of service you receive easy to understand and agree upon from outset.
As Independent Financial Advisers, we offer advice on all aspects of Financial Services. Our impartial advice enables us to tailor a solution to your individual needs. Our advice process is clear and jargon free and takes into consideration your personal and business circumstances. If appropriate we are more than happy to work with your Accountant or Solicitor or when required introduce you to our select panel of Accountants/Solicitors. We are proud of our independent status and our clients recognise that it offers them the impartial approach that they need to realise their financial goals.
Private Clients
Sorensen Financial Services
Financial And Wealth Management for private clients.
Our private client service offers high quality financial advice on all aspects of financial planning.
Corporate Clients
Sorensen Financial Services
Financial Planning for the corporate sector.
Our Corporate Client Service offers high quality advice tailored specifically to the corporate client.
On The Money
Sorensen Financial Services
The On The Money Team specialise in dealing with our Professional Strategic Partners. The ultra high quality advice is specifically designed with Accountancy and Solicitors in mind and offers a truly holistic planning model.