09 Jan Life Planning and Asset Protection Review
To celebrate the start of the New Year, we are offering 250 Life Planning and Asset Protection reviews. This is a fantastic opportunity to start the New Year in a very positive way by ensuring you have appropriate arrangements in place that reflect your circumstances and your future life plans, as well as suitable safety nets to provide protection if the need arises. The review will focus on:
- Legal arrangements in place or not in place. This includes a review of your current Will or information on setting one up correctly, if you do not have one. It is widely acknowledged that we do not plan to fail, but often fail to plan and this can be costly.
- A no obligation Financial planning review. Your current financial situation and your goals for the future will be analysed and we can help you plan effectively to ensure you achieve the financial freedom you require and deserve, when you want it.
Quite simply, we are confident that you will benefit from an Independent assessment & be happy you did it. It is rare that people do not, as few of us have our affairs in order, although we may think we have.
Finally, claiming your no obligation review & the legal stuff & our small print………
- To be sure of qualifying, please fill out our brief review request form.
- This offer does not obligate you to purchase any services from us.
- Our advice is ethical, impartial and provided by suitably qualified professionals, of a high standard and fully insured.
- You will be asked to provide feedback on the service you receive and to recommend us to anyone you feel would benefit from speaking to us.
- What are you waiting for? The 250 available reviews are going fast via social media… claim yours now!