|
Initial Consultation
At times it can prove difficult to establish your true financial needs. You may want an expert to consider whether or not your finances are in order or to point out if you need to take some action.
Click here for your Initial Consultation Voucher!!
The initial consultation will be at the firms expense, up to half an hour in length, to consider your personal circumstances. Our consultation offer is made without any obligation upon you.
Our consultants are available to meet in person, or if you would prefer it is possible to hold a consultation over the telephone.
What to bring with you to your Initial Consultation:
List of Investments/Plans, etc
It is a good idea to bring in a list of any investments, pensions, etc you may already have. This will allow us to paint a true picture of where you actually stand so that we can analyse your needs and determine what changes, if any, could be made.
Personal Identification
Due to Anti Money Laundering regulations we are required to identify our client. We will do this by requesting sight of any two of the following items (One to confirm who you are and one to confirm your address):
- Current full signed passport
- Building industry subcontractor's certificate (issued by the Inland Revenue)
- Benefits Agency benefits book
- Inland Revenue tax code notification
|
- Bank/building society statement or passbook showing your current address
- Current rates bill
- NIHE rent book/tenancy agreement
|
* Please note that the same form of identification CAN NOT be used to confirm who you are and your address, these two forms must be different
|
|
Login/Register
Login/Register
|
