If you currently have a Protection Policy, Investment or Pension Plan set up and you want to ensure that your policy is suited to your current needs, we will review your policy free of charge.
For your Protection Policies we will make sure that you are paying the most competitive premium available on the market. It is important to review protection policies regularly as your circumstances may have changed, if you are now a non-smoker since setting up your policy your benefits will likely be cheaper now, also companies are always updating the benefits offered and therefore you may be able to avail of the newer, more comprehensive, policies at a similar or cheaper price than your existing policy.
With Investments and Pension Plans it is important to re-evaluate your goals set at maturity of these plans and we will assist you in doing just this when reviewing these type of plans. We will ensure that the amount being invested is substantial to meet your goals and also review the funds that your money is invested in, this is recommended as your attitude to risk may have changed or if you are nearing the end of the plan your money needs to be safeguarded in lower risk funds.
These free reviews are being offered for a limited time and are available to all!
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