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Our philosophy is to provide our clients with the level of expertise they would expect from a large organisation with the friendly and bespoke, caring and accessible level of service they would expect only to get from a small local company.

Services

NHS Pensions

Specialist advice for NHS employees on their pensions

Personal Wealth

Holistic financial planning advice & wealth management

Pension Rights

Pension benefits analysis, retirement & tax planning

Expert Witness Court Reports

Expert IFA witness court reports in accordance with CPR Part 35

Corporate Advice

Advice on employee benefits & shareholder protections

Contact Circle Financial


020 7265 7470

Our Locations

London & South

6 Lloyds Avenue
London
EC3N 3AX

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Midlands

118 Holyhead Road
Coventry
CV1 3LY

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Birmingham

The Colmore Building
20 Colmore Circus Queensway
Birmingham
B4 6AT

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Scotland

71 Berkeley Street
Glasgow
G3 7DX

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North West

7 John Bradshaw Court
Alexandria Way
Congleton
Cheshire
CW12 1LB

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Derby

3 Bramble Street
Derby
DE1 1HU

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