Do you review my plan?

lynn

Yes. We believe that re-evaluating your financial arrangements on a regular basis is very important, so ongoing reviews form a core part of our service. We will check the value … Read More

What will happen at my first meeting?

lynn

You’ll need to bring any relevant documents with you (for example copies of existing policies, ID documents, pay slips for mortgages), but we’ll let you know beforehand what to take. … Read More

Who will be advising me?

lynn

The adviser allocated to you will always be the most suitable for the type of enquiry. You will be given your adviser’s details during the initial stages of contact so that … Read More

How will I receive the advice?

lynn

We will generally give you advice at a face to face meeting, either at your home or at our offices. In exceptional circumstances we may give advice by telephone or via … Read More