You can choose the way you want to interact with us and the level of service or advice that you may or may not want to get.
It's about You, after all.
Broadly speaking, there are 3 levels of advice that we usually work with. (Many people like to have a general chat first to see where they want to go with the advice step).
- No financial advice – where you know what you want ahead of time and just want us to help you get a particular policy in place.
- Limited financial advice – where you only want us to consider a specific area for you eg: Life insurance or Income Protection and not much else.
- Full financial advice – where you want us to look at your bigger picture and your plans for the future.