New Business

New Business

New Business

This is our first point of contact for new clients.

We process new applications and new client information adding it to our database to enable the production of vital client report.

We gather vital background information, talk to providers and research the world marketplace to match products and services from pensions to investments to suit each client’s individual requirements.

We will also collate research on available products in the marketplace, liaise with financial providers and ensure every piece of client information is accurately entered on the office database.

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Latest news

VCTs and EISs New Era

A new era for VCTs and EISs A major overhaul of venture capital trusts (VCTs) and…

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Pros and Cons of Joint Finances

The pros and cons of joint finances What are the pros and cons of joint finances? Many…

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State Pension Age

 State pension age continues to rise Do you know when you’ll reach your state pension age?…

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Relevant Life Policies

The savings from Relevant Life Policies. A little-known type of life assurance plan could provide you…

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