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.

Back
 

Latest news

You’ve used your ISA Allowance -what’s next?

  You’ve used your ISA allowance – what’s next? With the individual savings account (ISA) allowance now…

Read more

Refresh New Year Resolutions

Refresh  New Year Resolutions It’s that time of year again, so what financial resolutions should you…

Read more

Inheritance Tax Receipts

Inheritance tax receipts hit a new high Inheritance tax (IHT) is raising more than ever according…

Read more

Autumn Budget 2017

Autumn Budget 2017 As expected little changed in Philip Hammond’s cautious Autumn Budget 2017 with no…

Read more