Somersall Financial Management Ltd

Somersall Financial Management offers
face-to-face advice and specialise in meeting
the financial needs of people who have created more capital, or who earn higher incomes than average and whose circumstances are therefore more complicated than average.

We offer a personal wealth management service, we
do not provide off-the-shelf (or off-the-web) solutions, but offer you the benefit of a single relationship to meet all your financial needs, whether your priority is to:

  • Build or preserve capital
  • Manage cash and borrowings
  • Gain financial protection against risk

    Aiming to keep clients aware of the most up to date information within the markets is important to us and producing Market Bulletins is just one example. You may view these by clicking on the Market Update link on the left hand side of this page.

    We hope you find this site of interest and look forward to hearing from you with any queries.


    Peter Boardman DipPFS
    Somersall Financial Management

    Member of the Institute of Financial Planning

    Email - peter.boardman@sjpp.co.uk