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Stage 4 – Administration

The administration team will ensure that all forms are checked, input onto our client management system and sent to the relevant providers. They will then liaise with your consultant to ensure that the process goes smoothly and your policy documents arrive safely.

Stage 5

 

Open Market Options, Independent Annuity Advice Independent Financial Advice, Retirement Counselling, Money Management Inheritance Tax Planning, Will Writing, Enduring Power of Attorney, Advance Directive Private Medical Insurance, Hospital Cash Plans, Health Screening Independent Mortgage Advice, Lifetime Mortgages and Insurances To Help Our Clients Benefit From Online Trading