Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline ...
Here's how we formulate the plan towards your goals:
Phase 1 - About You
We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where you are now with your current Mortgage details, if any, and what you have in protection, and where you feel most comfortable.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our advice for you personally.
Phase 2 - Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise. We’ll discuss the various product options to establish risk and reward and ability to protect for illness, injury and death. You'll see as we move forward in our discussions how all this fits into place in your personal plan and agree the likely cost for our financial advice.
Phase 3 – Analysis
We'll discuss with you our analysis of your current mortgage and protection position, and outline our initial thoughts for the recommended mortgage and protection products. We'll present our recommendations and actions required for you to potentially achieve and protect your objectives.
Phase 4 – Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
Phase 5 - Review the Plan & Progress Updates
We will review your mortgage approximately 4-6 months before the end of your new product end date so that there will be plenty of time to discuss your next objectives and product.
Your home may be repossessed if you do not keep up repayments on your mortgage.
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline ...
Here's how we formulate the plan towards your goals:
Phase 1 - About You
We meet together to discuss your personal circumstances and your current financial situation. We'll go into detail so that we can draw up a complete picture of where you are now with your current Mortgage details, if any, and what you have in protection, and where you feel most comfortable.
We'll ask about you, your occupation, your savings & investments, your mortgage, your current liabilities and your tax position, and we'll explain how all of this information builds a profile which will help us to formulate our advice for you personally.
Phase 2 - Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise. We’ll discuss the various product options to establish risk and reward and ability to protect for illness, injury and death. You'll see as we move forward in our discussions how all this fits into place in your personal plan and agree the likely cost for our financial advice.
Phase 3 – Analysis
We'll discuss with you our analysis of your current mortgage and protection position, and outline our initial thoughts for the recommended mortgage and protection products. We'll present our recommendations and actions required for you to potentially achieve and protect your objectives.
Phase 4 – Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
Phase 5 - Review the Plan & Progress Updates
We will review your mortgage approximately 4-6 months before the end of your new product end date so that there will be plenty of time to discuss your next objectives and product.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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