021 0229 7560 david@pilgrimfs.com

Protect your Future

  • How long┬ácan 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?

Process

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

Contact us

David Luke, Financial Advisor
Phone: 021 0229 7560
Email: david@pilgrimfs.com