The financial review is free of charge and it takes around an hour of your time. It will be arranged around a time and place that suits you. During reviews we look at all areas of your finances see below the areas:
- Protecting your income.
- Retirement plans.
- Savings and investment goals.
It is in your best interests that you review, on a regular basis, the products which we have arranged for you. As your circumstances change, your needs will change.
You must advise us of those changes and request a review of the relevant policy so that we can ensure that you are provided with up to date advice and products best suited to your needs.
Failure to contact us in relation to changes in your circumstances or failure to request a review, may result in you having insufficient insurance cover and/or inappropriate investments.
Contact us today to set up a financial review appointment at 01 442 9950 or email us at James@Trillium.ie.