Menu
0203 026 2512
At Adsumus Financial Services, we believe in the power of personalisation. We specialise in crafting bespoke financial plans tailored to both individual clients and businesses. Whether you seek one-time investment advice or ongoing guidance to achieve your long-term goals, we are dedicated to providing a highly professional yet personal service to meet your needs.
From investments and retirement planning to tax advice, we cater to clients of all ages and circumstances. Whether you’re saving for the future, planning for retirement, or passing on wealth to the next generation, our knowledgeable staff is here to guide you through the complexities of financial decision-making.
But our approach goes beyond numbers. We understand the importance of family and community. That’s why we take a family-centric approach to financial planning, considering not just your needs but those of your loved ones (or your employees and business partners) too.
And when it comes to technology, we’re not afraid to embrace the latest advancements. Our digital tools streamline processes and enhance your experience, ensuring that managing your finances is as seamless as possible.
At Adsumus Financial Services, we’re more than just financial advisors – we’re partners in your journey toward financial success. “We’re here to help” you navigate the complexities of finance and make informed decisions for a brighter future.
Our services include:
Pensions and Retirement Planning
Investment Planning
Personal and Family Protection
Inheritance Tax Planning
Email communications are not secure and for this reason, Adsumus Financial Services cannot guarantee the security of the email, its contents or that it remains virus free once sent.
We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy
Having the right investment strategy is critical in helping secure your future financial well-being; whether you’re looking to invest for income or growth. We take the time to understand your circumstances and financial aspirations before advising on an investment strategy that will get you where you want to be. The Adsumus range of investment solutions and ongoing service has been carefully refined to help you reach your financial goals, grow your wealth and protect against inflation.
*The value of investments and the income from them may go down. You may not get back the original amount invested.
Our clients do not have any fears in spending their savings and pensions in retirement. All of our clients have the confidence of knowing exactly how much they can spend all the way through their lifetime.
In an ever-changing financial landscape, it’s never too soon to start thinking about what you want your retirement to look like.
We offer a full suite of expert advice and services across all areas of retirement planning to help you realise your aspirations in later life.
Whether you’re looking to maximise your pension fund, are nearing your retirement and want to understand your options, or you are managing employee retirement plans, we have the expertise to support you on your journey. Our retirement planning service ensures you have access to specialist pension planning advice, helping you to make the very most of your retirement.
*A pension is a long-term investment, the fund value may fluctuate and can go down. You eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
We ensure that your financial legacy will pass to your family as intended, and not disappear off to any unrelated third parties.
Most of us are aware of the need to plan to ensure our futures are protected but very few take actions before it’s too late.
Finding yourself unable to understand the complexities of estate protection is commonplace and without an effective and well-prepared strategy, it can be all too easy to leave your loved ones facing a large Inheritance Tax (IHT) bill.
This is where Adsumus can step in; our estate planning service offers a tailored plan to help you mitigate a liability to IHT, giving you the peace of mind that your legacy will be left to your family or beneficiaries in a tax efficient manner.
*The Financial Conduct Authority does not regulate Inheritance Tax Planning.
*A pension is a long-term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation. The Financial Conduct Authority does not regulate Inheritance Tax Planning.
*The Financial Conduct Authority does not regulate Inheritance Tax Planning. The value of investments and the income from them may go down. You may not get
back the original amount invested.
*The value of investments and the income from them may go down. You may not get back the original amount invested. A pension is a long-term investment, the fund value may fluctuate and can go down. Your eventual income may depend upon the size of the fund at retirement, future interest rates and tax legislation.
Sired Ltd
T/A Adsumus Financial Services
Clockwise Bromley
Old Town Hall
30 Tweedy Road
Bromley
BR1 3FE
www.adsumusfs.co.uk
[email protected]
T: 0203 026 2512
The guidance provided within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. Adsumus Financial Services is a trading style of Sired Ltd, incorporated and registered in England and Wales under reference number 08364033 at the address 28 Hillcrest Road, Biggin Hill, Westerham, Kent, United Kingdom, TN16 3TY, a firm authorised and regulated by the Financial Conduct Authority under reference 1007274 Registered office address: 28 Hillcrest Road, Biggin Hill, Westerham, United Kingdom, TN16 3TY Principal: Dan Mazouz
© 2024 Adsumus Financial Services. Web Design by Webwax.