About Our firm

Introduction

As one of the UK's 100 largest, truly independent financial services companies Sorensen Financial Services provides a range of complete financial solutions tailored to the needs of personal and corporate clients.

Established in 1994, Sorensen Financial Services has built up a reputation as one of the most professional and successful Independent Financial Services Advisers within the UK. Sorensen Financial Services has 17 qualified consultants working from local offices from Lancaster in the North to Reading in the South.

Business Partnerships

Sorensen Financial Services has close arrangements with C S Uttley and Son, a General Insurance Broker and a Chancery Law a National Trust and Estate Planning practice. Through these two companies we are able to provide access to the complete scope of financial services needs of our 8,000 clients including general insurance products, covering house, holiday, car and all risk insurance along with estate, trust planning and corporate wills.

Consultation without obligation

Arranging a consultation without obligation is simple. Our consultant will meet with you to discuss your current arrangements. An initial meeting is without cost or obligation. Once our consultant has reviewed your situation we will meet again to make our recommendations and offer impartial advice based on your particular requirements.

Service Commitment

We view the recommendation process as joint venture between you, as client and ourselves as adviser. However we never loose sight of who is the most important person in this partnership – you are, as it's your future prosperity and finance. Our position in the partnership is to help you understand the matters under consideration for you then to be able to make an informed decision based on facts and then to keep you up to date with progress. As we also view the relationship as long term we may agree at an early stage a “shopping list” of desirable financial products and complete these at future meetings.

Reviews

We tread a fine line between keeping in touch and pestering our clients. Having made initial planning decisions we believe you will want to be kept up to date. To this end client reviews become an important part of the advice process. As your circumstances change so too could you financial needs. We would normally suggest a brief meeting / telephone conversation 3 months after receipt of the paper work. Thereafter an annual meeting should be sufficient unless you require more frequent contact.

The agenda for these meetings will vary dependent on the original products recommended. A protection review could be a brief check that your current needs have not altered, an investment review might include fund and company performance whilst a pension review additionally could include a target income assessment.

You will largely dictate the content of the meeting and also the timing of the meeting.

However, we will always respond positively to any request for review or for information in the most convenient, professional manner for all concerned.

Cost

As independent financial advisers we will always offer you the choice between paying a fee for our advice or allowing the commission generated by the recommended product pay for our service. We will agree the fee or advise you of the likely commission before proceeding.