Financial Plans Review Service

You probably already have a selection of financial plans that were set up for good reasons.

You may have life assurance from when you bought your home; a pension from when you contracted out of SERPS or became self employed; or protection plans from when you started your business.

However, over time these plans may not remain the most appropriate products for you. It could be that your needs have changed and you need more or less protection. Maybe you have accumulated a lot of savings and need a better home for your money. Perhaps your children have grown up or you have paid off your mortgage. Often we find that people make investments and do not review the suitability of the fund selection.

It is important to recognise that that legislation and product design continues to change. Frequently I am able to save people money on their plans, or provide additional benefits without necessarily costing more money.

In a nutshell, it pays to have your financial plans checked from time to time, to ensure that your money is well spent and that your plans remain appropriate for you. If you’ve not had your plans reviewed recently, please contact us.

For more information about the Financial Plans Review Service call us on 01276 517700 or email advice@professional-wealthcare.co.uk