Independant Financial Advice

By: Bob Lalli / Positiive Solutions (FS) Ltd  16/06/2010
Keywords: Life Insurance, health insurance, investment advice

A bespoke, independant financial advice to suit your needs.

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.

Keywords: building and contents insurance, Capital Raising mortgage, commercial finance, Critical Illness Cover, health insurance, Income Protection Cover, inheritance planning, investment advice, Life Insurance, refinancing, Remortges, retirement financial services,

Contact Bob Lalli / Positiive Solutions (FS) Ltd


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