Salisbury Financial Services Ltd

Salisbury FS – A firm that delivers for its clients We have in-house specialists that provide independent advice on investment, pension, mortgage/equity release and tax planning. In the complex world of financial services, Salisbury FS prides itself on jargon-free, clear solutions for your financial planning needs. Where appropriate, we will work with your solicitor, accountant or other professionals to achieve the best outcome. After your financial plan has been set up, if instructed by you, we will continue to work with you to help ensure your financial plan remains on track. Typically, this is through our ongoing review service, which will be tailored to your needs, ensuring you get the best from our services. Salisbury FS provides a year-round service to its clients. You have will access to a dedicated adviser at all times, available when you need it most. During the year, we will monitor investment performance, legislative changes and we will take the opportunity to utilise valuable allowances such as pension contributions, Capital Gains and ISAs. Where we feel a change in your financial plan may be beneficial, i.e. if we foresee potential changes to tax legislation or future market volatility, we will proactively contact you, ahead of time