Full Financial Review

By: Plummer & Associates IFA  05/01/2009
Keywords: insurance, financial services, financial planners

A Financial review consits of;

1.    An analysis of your existing pensions, protection, mortgage and savings.

2.   Confirmation that the policies are what you think they are and work the way you need them to.

3.      If needed a recommendation to replace policies which are inappropriate or poor value for money.

4.      Assignment of your policies to us to allow ongoing monitoring and to provide the service you are already paying for (see attached leaflet).

5.      Tailoring a financial package which reflects your current and future financial needs.

6.   A full and clear explanation of the reasons behind making any recommendations.

Keywords: financial planners, financial services, insurance

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