Simply ask yourself the following questions:
- Do I trust the financial advice that was provided by my financial advisor?
- Was my pension set up by an institution that did not provide independent impartial advice?
- What are the management charges and allocation rates (percentage of the premium that is actually invested into your plan) on my current pension?
8 Reasons why your life insurance policy might be ineffective and too costly:
- You may have taken out a very expensive and unsuitable policy through a financial institution.
- You used to be a smoker but are now a non-smoker.
- You had an interest-only mortgage but don’t anymore.
- The value that you had placed on your business was higher than it is now.
Lump Sum Investments:
We have the facility to create a bespoke investment bond, whereby we allocate your investment into the fund(s) of your choice, thereby creating the investment mix appropriate to your individual risk profile.
Children’s Education Savings Plan:
We all want to ensure that our children have the best start possible when beginning adult life but this doesn’t come cheap.
