Our Professional Procedure
- Initial fact-finding meeting to clearly understand financial aspirations (Financial x-ray)
- Agreement on our initial findings
- Present a report with written recommendations
- Agreement on the most suitable action and implementation
- Review features and benefits of implemented plans
- Review on a regular basis at our central office
- Business transacted via personal introduction
- Commitment to these procedures
Our Service Commitment
- Office follow-up until business has been put in place.
- Quarterly Newsletters keeping you up to date with insurance and investment trends.
- A full annual review of your situation at our offices.
- Recommendations to amend your programme down the track should that be necessary or appropriate.
- Telephone contact from you to our office whenever you have a worry or query.
- Telephone contact from our offices to you for annual reviews.
- Availability of other financial services:
- Health Insurance
- Mortgages
- Investments
- Wills & Trusts
- Business Consultancy or Business Planning
- Travel Insurance
- Fire & General Insurance
- Business Insurance
- Speculative Investment
- Total Financial Planning
- Our pledge to continue to keep up to date with matters affecting our industry and, therefore, your situation through ongoing study and assessment.
- Advisers seriously committed to upholding the professional code of ethics.
- Advisers who commit their knowledge and resources to the achievement of your financial goals.
- We request feedback (through our business development programme)
