Our Process
The initial, and often the most important stage of our process is to hold a meeting with our clients. This gives us the opportunity to get to know what you want and how you feel about your current financial situation. Technically this is called a “fact finding meeting” where we collect all the required details from you.
We then review this information, taking into account any existing polices, from life assurances to pension plans, that you already hold making sure that they meet your protection and financial requirements. If any of these policies are lacking in any way we then look at how to work towards bringing them back to the standard that meets your requirements.
The second meeting is to go through all the information we have gathered and discuss our proposal with you so that you can make a calculated decision.
During our third meeting we detail our proposal and go through all the application forms with you and explain anything that you need clarification on.
We believe in looking after all of our clients and continue to service your policies and keep in contact with you throughout the year, along with yearly reviews. This is to ensure that all our clients have peace of mind no matter what the state of the economy or the financial markets are.
You are welcome to contact us at anytime if you have any questions, or if you would like an up-to-date valuation on any of your policies.
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