The Premier Offering is for those who don’t need a full financial plan but who perhaps are interested in getting up and running with their pensions/investments/protection. We will show you your current financial path, current financial future and date of financial independence over three meetings. Plus we will give some guidance in getting you started with any products you wish to get underway.
You will be asked for all your financial data, which we will take as given, you will then meet with one of our financial planners where they will begin building your plan.
After you receive your plan you will have access to the support team here in the office for implementation of any products you choose to go with.
The video below explains our Premier Client offering.