Ian Cooke & Partners Many advisers can leave you with the uneasy feeling that you have just been sold to, or they have taken an order to top up an existing pension or investment.
Then there are those advisers who do seem to take a more professional approach, after all, they did spend an inordinate amount of time filling in that questionnaire! More often than not the ‘fact finding’ exercise is a wasted opportunity for both the client and the adviser.
We believe that the only way to plan effectively is to seek to understand our clients own goals and desires. It is only when these goals are clearly understood by the adviser and client that a full and complete financial strategy can be sought.
We’re not suggesting that financial products are unimportant; on the contrary we spend considerable time and energy ensuring that our knowledge is continually up to date. We just believe that selling products shouldn’t be the start and finish of financial planning.
Financial planning should be a continual evolvement throughout life and that is why we follow a four step process with all our clients to give what we believe is a perpetual service for life.
"As for the future, our task is not to foresee it but to enable it."
Medibroker Medibroker Online is a fully independent international medical insurance intermediary and broker offering a worldwide free quote service across the Internet. We offer affordable and tailored, health and medical insurance plans by arranging terms of business and agencies with many major medical and private health insurance companies. This gives us access to over 200 healthcare insurance products we can offer to address your needs. We regularly research both the market and insurance premiums to ensure you get best advice from our medical insurance consultants.
Venture Finance Venture Finance - helping businesses meet the recovery with strength.
Venture Finance is a premier independent Invoice Finance and Asset Based Lender with 20 years’ experience helping thousands of businesses. Our fantastic range of business finance services including Factoring, Invoice Discounting, Asset Based Lending and beyond has helped our clients raise greater funding, faster.
Watkins Davies Watkin Davies aims to provide the highest quality personal service and support to all their customers and deliver the best and most competitively priced product and solutions to meet these customers requirements in all aspects of the Insurance and Financial Services provided by the company. Personal Customer Service is the fulcrum of the company and every part of its growth and retention revolves around this