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You will be given a username and password which will allow you to access our Client Services Secure Area.
You will then be able to amend your personal details and select your Financial Goals as follows:
- Protection for the family in the event of your death
- Income protection in the event of illness
- Providing a cash sum in the event of serious illness
- Long Term Care planning
- Providing a good return on your Savings / Investments
- Funding for future education fees
- Planning for your retirement
- Reducing your tax bill
- Mitigating possible inheritance tax
- Increasing your income
- Raising money
- Capital Investment
- House purchase or remortgaging
Your home may be repossessed if you do not keep up repayments on your mortgage.
For details of our fees for mortgage business please see our page "How we are Paid".
We will then use this information to send specific news and comment relating to those areas of Financial Planning that you have chosen.
in order for us to provide you with suitable information on financial planning issues, please spend 2-3 minutes in completing the Financial Priorities section.