Our financial health-check will look at your current financial situation, review your goals and put an action plan together to help you achieve your goals.
The process is managed by your dedicated Financial Advisor who has real experience and expertise. They will also have access to experts in Legal, Tax, Finance, Pension, Investment and Property.
Step 1-Review of current situation which may include:
- Portfolio Review
- Income, Debt and Asset Review
- Pension and Investment Review
- Risk Profile
Step 2-We will review this information and provide a recommendation report to you which will highlight the current issues and solutions
Step 3-We will implement the agreed recommendations for you and ensure that they are put in place.
Step 4-Complimentary Annual Review to ensure that any changes are taken into account:
- Personal circumstances change
- Market changes-Products, Rates, Interest Rates, Funds
- Regulatory changes
Our status as a leading broker strengthens our range of products which are available to us through our large panel of product providers. This large panel gives us the opportunity to offer you tailored solutions.