Fintegrity

I've helped people like you with their pension, investment, protection and estate planning for more than 30 years. My advice process looks like this: -

1. We have an initial conversation by phone. 

2. We have a meeting so that you can tell me about your current situation, any specific needs you have now and what you’d like to achieve in the future. I won't charge you for our first meeting. 

3. I prepare a financial planning report which will address your immediate needs and explain how you can achieve your long-term financial objectives. 

4. We meet again. I explain in plain English how my recommendations will help to meet your needs now and in the future. I answer any questions you have and I explain the process to implement my recommendations. 

5. If you decide to go ahead with my recommendations, I handle all the paperwork and administration associated with your new plans including the application, verification and liaison with third parties.

6. We meet regularly in the future to make sure your plans are on track and make changes if necessary.