A Financial review consits of;
An analysis of your existing pensions, protection,
mortgage and savings.
Confirmation that the policies are what you
think they are and work the way you need them to.
If needed a recommendation to replace policies
which are inappropriate or poor value for money.
Assignment of your policies to us to allow
ongoing monitoring and to provide the service you are already paying for (see
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.