Many people have investments or pensions that they have all but forgot about. They have not looked at them for years and feel that there is nothing they can do with them anyway. With some careful assessment of their circumstances our clients are often amazed at what can be achieved.
This is also the case with protection of client's assets people often feel they have no choice in this matter but this is not true. There are numerous different options available and by carrying out a thorough review of your situation we will ensure that you are given information that is suitable for you as no two clients are the same. This information will look at protecting your assets both now and in the future.
As part of our overall assessment of your finances we will also look at products you may have been mis-sold in the past where you may be eligible for compensation such as Payment Protection Insurance on loans, credit cards, H.P. agreements or mortgages. It may even be that the mortgage itself was mis-sold to you. Many of our clients find that they are due to thousands of £'s that they knew nothing about.