Circle Financial Services Limited is a wholly owned subsidiary of Circle Insurance Services Ltd and is authorised and regulated in the provision of regulated financial services advice by the Financial Conduct Authority.
Circle Financial Services Limited provides independent financial advice and specialist services in the following areas;
- Personal Financial Planning Advice including Wealth Management;
- Corporate Advice to business owners and decision makers providing advice on employee benefits, executive remuneration and protection of company director assets;
- Trustee, Power of Attorney and Deputyship Advice;
- Expert IFA Reports for litigation matters such as pension splitting and divorce, financial malpractice claims and catastrophic personal injury matters;
Provision of Specialist Expert IFA Reports in accordance with CPR Part 41 setting out financial advice and consideration of periodical payments in high value quantum claims for both Protected Party and non-Protected Party cases.
Circle Financial Services Limited has a Treating Customers Fairly Policy firmly embedded into the firm’s culture, philosophy and day to day business operations. We are an ambitious company but mindful to plan our strategy to maintain future financial stability, for our staff and ultimately our clients.
Rachael Hall is a regulated Independent Financial Adviser and Pension Transfer Specialist, offering advice to both personal and corporate clients.
Rachael is one of the country’s leading experts on the NHS pension scheme, having started her career at British Medical Association Services more than a decade ago.
As an affiliate member of Resolution, Rachael also provides expert advice to solicitors and clients in divorce cases involving substantial personal and company pension scheme entitlements, which may involve complex pension advice, tax planning and assistance in quantum calculations.
Rachael provides lectures, ongoing CPD training and workshops to personal & professional clients.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Cobalt Business Exchange, Cobalt Park Way, Newcastle upon Tyne, NE28 9NZ
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