Financial Needs Analysis |
The process begins with the client completing an extensive Financial Questionnaire,
which asks you to complete ALL your financial details and your needs in the event of death, disability, dread disease & retirement (all in todays terms, no need to try an forecast figures). We then fill all these details into our computer program, which allows us to view your actual position now and in the future (taking into account for inflation and projected growth rates). The program is very powerful and allows us to play "what if" games, calculating all the figures extremely fast. If you would like to do a F.N.A.phone or email us for a FNA questionnaire and we will phone you for an appointment once all your Financial data has been loaded. |

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FSB License Number : 13562 - Company Reg. No. : CK1991/006614/23 |