Free Financial Review
No matter what the circumstances, whether directly employed, self-employed, retired, laid-off or indeed ‘furloughed’ as we are hearing a lot of these days, a conversation around your personal financial situation is very worthwhile.
TruPlan offers a no-obligation free financial review which allows us to assess the most important priorities for you and make an objective recommendation tailored specifically to your situation. Not one that has been ‘profiled’ by the industry.
Quite often, home owners, new mortgage applicants, young people entering the workforce, have availed of an ‘early rate’ offer for pensions, mortgage protection among others. Or similarly, they have signed up for the company pension scheme or the income protection package as offered by your bank’s chosen provider. But what’s rarely communicated is how quickly those offers expire and indeed the person buying the service is not getting the best deal. This is why a simple chat with a financial broker is a wise choice.