Protect your Future
- How long can your expenses be paid if you became sick or injured and unable to work?
- Will your family have enough money to live on in the event of your untimely death?
- Can your partner earn an income, and raise and educate the children?
- What is the right level of cover to protect yourself and the family?
The process followed to make an informed choice regarding your financial future:
- Build relationships, and provide a professional personalised service that will lead to clients financial well being and security, and future prosperity
- Gather information to provide appropriate advice based on background, needs, current situation, and goals
- Analyse information, identify defects, and recommend solutions in a statement of advice
- Present recommendations and implement plan
- Review plan in light of any changes in circumstances, in line with your needs
David Luke, Financial Advisor
Phone: 021 0229 7560