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| Giving appropriate Advice |
As Insurance Brokers, in order to take all-reasonable steps to ensure you
understand :-
- The nature of any risk to which the proposed financial product is subject.
- The risk of loss which may be caused by penalties and charges incurred, by
early termination of the financial product e.g. the early encashment of a life
assurance savings plan or the early redemption of a fixed rate mortgage.
- Inflation being higher that expected.
We offer the following services:-
In order to take all reasonable steps to gather as much relevant knowledge about
your circumstances before determining what is a reasonable product for your needs.
We need to identify each of your financial planning needs.
This will enable us to prepare recommendations in line with these needs and your
personal priorities.
Therefore we offer the following:-
Finally to determine the type of investor you are we offer the following
profilers:-
Establish what type of Investor you are?
Ascertain what type of Investor you are
when it comes to Pensions?
How much do you need to add to your pension to make it viable?
Pension Calculator
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Life Insurance
