Many prospective clients have existing investments, which in many cases have not been reviewed for years or perhaps never at all.
If you supply us with your latest paperwork, we will write to your provider to request further information and then supply you with feedback on your existing investments.
Mr R was getting older and starting to worry whether he had enough saved for his old age. He had several policies which in some cases went back years. He had no idea whether they were good, bad or indifferent. We gave him clarity about what he had and where appropriate, made changes to his plans. Combining this knowledge with a financial plan, he now knows where he is heading.
Would you like clarity about your financial future? Then please contact us.