Compass Independent Financial Services
Company

Compass Independent Financial Services

Financial Services Blofield, United Kingdom 8 employees
Employees
8
Contacts
1
Emails
1

Compass Independent Financial Services Overview

Headquarters
Blofield, United Kingdom
Industry
Financial Services
Employees
8
Founded
2001
Funding
,
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Compass Independent Financial Services

Compass is a long-established Independent Financial Advisers practice. But more than that, we are a team of people passionate about what we do and dedicated to building long-term relationships with our clients. Our Services include: - Independent Advice - Wealth Management - Investments and Cash Management - Pensions - Auto Enrolment & Corporate - Protection - Mortgages - Inheritance Tax Planning - Later Life & Retirement Planning Emphasis on service Our original ethos remains a constant today, with an emphasis on service and ‘putting you first’. Our commitment to ‘Treating Customers Fairly’ is the cornerstone of our philosophy. Truly independent and impartial The Directors truly believe in fully independent advice so you know from the outset that any advice we give has not been guided by any provider or commission payments, as we are not linked or tied to any financial provider. In it for the long-term We have developed long-term relationships both with personal and corporate clients, inspiring great client loyalty. Many of our team have been with us for a number of years which helps us build trusted relationships. We have also established good relationships with solution providers in order to continually give good value to our clients. Appointments to suit you We can visit you at home or at work, or arrange a meeting in our well-appointed, spacious offices in Blofield whichever is most convenient for you. Contact details: Phone: 01603 717202 email: enquire@compass-ifs.co.uk www.compass-ifs.co.uk

Compass Independent Financial Services Contact Details

People in AeroLeads
4
With contact data
1
Email contacts
1
25.0% coverage

Compass Independent Financial Services Org Chart

Sample employees and titles
Name Title Contact
Joanna Ho Junior Paraplanner
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Mike Bulmer Financial Advisor at Compass Independent Financial Services
Email
Jilly Cant Office Work at Compass Independent Financial Services
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Megan Clough Director at Compass Independent Financial Services Ltd
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Employees by Management Level

Individual contributor 2 profiles
Director 1 profile
Associate / junior 1 profile

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