SECOND OPINION SERVICE
If you have received financial advice that you are not sure about, that worries you or makes you feel uncomfortable, contact us now for a second opinion.
GIVE US A CALL...
and we’ll give you a price for the work. If you’re not clear about anything, call us on 0845 505 1450.
If you already know what you want to do, this is for you.
When you first contact us we will send you our Client Questionnaire to fill in, as part of our client enquiry pack.
This is your opportunity to discuss matters with us.
You will then be given a list of agreed actions setting out the work we will do and how much it will cost.
We will charge a fixed fee for the work that is agreed and arrange all transactions on NIL commission terms so you can benefit from the very low charges.
Once we have your signed agreement we will proceed with the work.
You will then be given a list of agreed actions setting out the work we will do and how much it will cost.
We will charge a fixed fee for the work that is agreed and arrange all transactions on NIL commission terms so you can benefit from the very low charges.
Once we have your signed agreement we will proceed with the work.
You will receive our advice in writing together with the application forms and supporting documents.
If you ask for an ongoing service, you will receive regular policy summaries including valuations and performance analysis, and telephone support throughout the year.
If you ask for an ongoing service, you will receive regular policy summaries including valuations and performance analysis, and telephone support throughout the year.
- Pensions: To build up a pension pot or draw out your pension benefits
- Investments: Investing in Stocks & Shares ISAs, unit trusts, stockbroker portfolios and other investments
- Insurance: Protect your family against the financial impact of death or long-term sickness
- Second Opinion Service: If you have received financial advice that you are not sure about, get a second opinion from us
- Other transactions: All the stuff that often gets forgotten or overlooked but that can really help to save money later on
- Ongoing service: If you want us to help you keep an eye on things over the years ahead
