Not
only is it a regulatory requirement to know your personal
financial situation and future financial objectives,
we believe without a comprehensive assessment of your
personal circumstances we cannot search and advise on
the right products for you.
So we take a great deal of time and effort in discussing
with you, in a structured way your current situation
and your future needs, your attitude towards risk and
so on, this is best achieved through one to one discussions
and formal questionnaires, only then will our qualified
and professional advisers recommend solutions to suit
you. This is our way of treating you our customer fairly
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