To create your vision for retirement, we’ll help you understand your options and together create a strong plan that is flexible around ever-changing financial regulations.
How we’ll work together
Financial matters are always so unique to every individual, so we like to initially meet in person so we can get to know you. We’ll discuss your current financial situation (reviewing any existing policies you may have) along with your aims and ambitions.
Following our meeting you’ll receive a report detailing everything we’ve discussed, including our recommendations. Once we’ve agreed on a course of action, we’ll implement the plan by preparing any applications forms and meeting with you to complete them.
Ongoing, we’ll provide updates, reviews and recommendations where appropriate to ensure you remain clear on the status of your policies and overall journey.