Our Service Cycle
Here we will discuss your objectives and concerns and gather all necessary personal information to allow us do a full financial review.
We will review any existing policies, as well as research the market for the most suitable product offerings to suit your unique situation.
Summary & Recommendations
We will prepare a financial report, explain it to you in plain English, and highlight any recommendations. After discussing your situation at length, we will then agree a way forward, if any.
We will arrange any agreed recommendations between you and the product provider.
We monitor your arrangements and review your financial plan at regular intervals.. Reviews can be every 6 to 24 months.