Independant Financial Advice
Bob Lalli / Positiive Solutions (FS) Ltd
Life Insurance, health insurance, investment advice
A bespoke, independant financial advice to suit your needs.
building and contents insurance
The following process is a typical one:
Fact Finding to know your current financial circumstances and to establish your goals and needs.
Research for services or product from a whole of the market.
Prepare and present a solution for your needs.
Recommendation is then made.
Client decides to take up advice/ recommendations.
Help with any application process for service or product applied for.
Liase with providers and or their agents.
Keep follow up with progress.
On-Going client relationship.
, Capital Raising mortgage
, commercial finance
, Critical Illness Cover
, health insurance
, Income Protection Cover
, inheritance planning
, investment advice
, Life Insurance
, retirement financial services
Contact Bob Lalli / Positiive Solutions (FS) Ltd
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