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Our service

Our principle of providing high quality advice coupled with friendly and efficient service has allowed us to build up a large bank of existing clients who return to us time and time again for advice on every aspect of their financial planning. We can arrange appointments in our comfortable meeting room at our offices, or if it is more convenient, we can arrange for an adviser to visit clients in their own home.

Our systems

Each of our advisers is supported by their own PA, so you can be assured of receiving excellent service and always being able to reach someone who can help. We also have a dedicated team of researchers who keep our advisers fully up to date with industry developments, and a custom built client database which allows us to track and chase applications from submission to completion.


Where you have a compliant or dispute with us and we are unable to resolve this to your satisfaction then we are obliged to offer you the Financial Ombudsman Service to resolve disputes. Please see the following link for further details: Financial Ombudsman


Call us on 02380 637000 or email
info@claissestvincent.co.uk to see how we can help

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