Here are some brief examples of the results we have been able to achieve on behalf of our clients:
- Met client in 2011.
- Client concerned about lack of growth of Investments/ARF plans
- Also worried about Risk
- Re-arranged portfolio and achieved substantial growth in funds
- Did not expose client to major risk.
- Client delighted with results.
- Met client in 2009
- Had large amount of existing life and illness policies, accumulated over the years.
- Client unclear about benefits/cost/value for money.
- Reviewed policies, made changes, simplified things
- Client saved money, improved benefits
- Client now knows what he has and, more importantly, why.
- Met Client in 2010
- Reviewed portfolio of business arrangements.
- Ensured business secure in the event of death of a partner.
- Reviewed Pension Plan which was not performing.
- Set up regular review process (twice yearly)
- Client clear about existing plans and future goals.
- Met client in 2015
- Needed Mortgage Protection Cover in big hurry for loan.
- Arranged policy within two days of first contact.
- Client happily in new home.
See Testimonial Page for other client comments.