What is the value of a financial review?
When thinking about your future financial security, it can be hard to know where to find all the right information. Is it best to talk to a solicitor about your will and a pensions’ specialist about your retirement plans? It sounds like a good idea but it means that you are left as the key person in the middle, the person expected to understand and guide the experts to ensure that your financial planning provides you with the best outcome. But what if you can’t find all the information you need in order to make a decision? Or, if you do find it, what if you don’t fully understand the implications of what you are reading?
This is where Know Your Options can help.
Firstly, our main job is to research and be aware of the opportunities for best financial planning. Secondly, we then present this information to you in clear and easy to understand language. This way of working enables you to make decisions with the peace of mind that comes with knowing you fully understand the information and the implications of any action you might take.
Over a number of years we have built a strong network of interlinked advisors with our wealth consultants as the focal point. After undertaking a financial review, we can help you to decide what options are best for you and, from that point, we will remain as your single point of contact. This means you are getting the best possible services from across the market place and you need only deal with one dedicated individual.
The way we work is to have an indepth, completely obligation free first meeting followed up with a report detailing your current position and the gaps that have been identified. This puts you in a powerful position to make decisions about your future and, if you choose to take further action, we can help.
The value of a meeting with one of our consultants is that you will walk away with a full understanding of where your vulnerabilities are and what you can do about them. We can help you to bridge the gap.
To take advantage of our free meeting and financial report, call 0800 689 3238 or email info@know-your-options.co.uk.