Who We Are
At Seven Financial we are committed to providing professional financial planning for both businesses and individual clients.
The range of services provided includes:
- Individual Financial Planning and Wealth Management
- Business and Corporate Advisory Services
- Tax Planning and Mitigation
- Pensions and Investments
- Trusts and Succession Planning
- Protection Policies, Life Policies and Relevant Plans
At Seven Financial we believe our open and transparent fee structure allows clients to see exactly what we are paid for. We only make a recommendation for the benefit of our clients and this unbiased and transparent advice is a simple reflection of the trust clients have in us.
Our Approach to You and Your Business
Seven Financial are completely independent of all banks, insurance companies and fund managers. This means that we work for you on your behalf and have a professional responsibility to do what is best for you.
Our business is about;
- A Commitment to long term client relationships
- A Commitment to providing strong expertise in everything we do and offer
- A Commitment to using the latest technology and research
- A Commitment to fresh thinking and access to levels of service which others cannot emulate
Our approach to you and your business involves;
- Thoroughly Understand Your Goals and Ambitions
- Professionally Researching Intelligent Solutions
- Making Comprehensive Recommendations which meet your Goals, Needs and Ambitions
- Implementing recommendations and solutions
- Carrying out regular and flexible reviews
"Listen to advice and accept instruction, and in the end you will be wise."
If you would like to find out more about Our Approach to You and Your Business, simply provide contact details using the form below and we will get in touch.
Intelligent Professional Alliances
At Seven Financial we believe it is important to work alongside our clients existing professional advisers. When we work alongside your accountants, legal advisers or tax advisers and others, we are able to add significant value. This means that we can ensure that all areas of expertise are involved in providing the best advice strategy.
Where you don't have alliances we will work with you to find other professionals that you may need.
Services we can provide access to include;
- Accountancy and taxation
- Legal and Professional
- Shares and Stockbroking
- Mortgages and Loans
- Property acquisition and disposal
- Business planning
"Great opportunities to help others seldom come, but small ones surround us every day."
If you would like to find out more about Our Approach to You and Your Business, simply provide contact details using the form below and we will get in touch.