Regular Money Reviews - Our Independent Financial Advice IFA Review Services
Do not let your money fall apart - the Money MOT
- Market booms, market falls. Are you still invested where you were 2 years ago?
- Not looked at your pension for 10 years?
- Do you know which company your pension or life insurance is with?
- Lost track?
- What is your mortgage rate?
- Made profits? Have you protected them?
- Lost money?
- Adapted your plans for new tax rules?
- Not seen your adviser for years?
How much do you spend on your car's MOT?
People spend hundreds of pounds a year ensuring that their car passes its MOT and keeping their home maintained to a nice standard. The one thing that keeps your car on the road and your house in order is your wealth, yet many people do not service their finances every year.
How much do you spend on your yearly money MOT? Like many, it is probably not alot.
Did you know that financial advisers still get paid commissions on your policies long after you have seen them?
Many banks, insurance companies and financial advisers offer no ongoing service to clients yet still receive millions of pounds in renewal commissions on your policies and investments each time you pay a premium or a fund valuation charge is done.
Regular financial reviews are important
We believe in the importance of people reviewing their financial position every year as well as us earning those renewal commissions by offering a range of service levels and offsetting any renewal commissions against the costs.
Choose a regular advice service to suit you
It is our belief that you should have the choice of exactly how you wish your money to be looked after. This is why we have developed four distinct ongoing regular advice service levels to suit your needs.
