Patrick Roach
Langtons free pensions & investments review offer
LANGTONS INVESTMENTS & PENSIONS REVIEW OFFER
Offer available until January 31st 2008
The Planning of finances can be difficult and time consuming. There are many factors to be taken into account and the range of alternatives can often be confusing.
Here’s what happens:
1) You ask us for a FREE, no obligation Investments & pension review.
2) We will work with you gathering full financial information within this review offer. We will discuss your future aims, objectives and attitude to risk establishing your own particular requirements combined with your future needs.
3) We obtain your signed Authority to gather the relevant vital information about your current plans.
4) We then assess your existing financial arrangements in line with your individual requirements to ensure these still meet your needs. This involves us evaluating the financial strength of your Policy Providers, the type of plans you hold, the charges imposed on your plan and the performance of the funds you have invested in. We look at your future projected retirement benefits and whether they will be adequate to sustain your retirement objectives. We produce a thorough appraisal of your present financial situation and we aim to build an appropriate strategy for your future.
5) Our recommendations will then be presented to you outlining the most appropriate course of action for you. If a need for any changes to one of your existing plans or a new product is identified, we will clearly state the specific reasons for this and any associated costs.
6) You are under no obligation to act upon our Investments & pension review findings and the advice you may receive. In the event that we recommend a suitable course of action and you choose to continue working with Langtons as your Independent Financial Advisers we are pleased to offer remuneration for our services either by commission or fee, or a combination of the two. Please be assured that any commission or fee will be discussed with you prior to any further work being undertaken.
As Independent Financial Advisers we act on a client's behalf and have a duty of care to offer impartial advice by selecting the most suitable products and services from the whole market to suit personal needs.