Complete Financial Review
At Core Financial Services we can offer you a complete financial review. We are happy to review one or all of the following:
- Existing mortgages
- Deposit rates
- Savings plan
- Life and illness cover premiums
- Retirement options
We contact each company, with your permission, to obtain details on costs, management fees, performance, terms & conditions etc. of your policies.
We prepare a full report for our clients with our view of the current financial position and our recommendations.
We may advise no changes are necessary if we believe the policies in place are suitable, but if we believe there are more beneficial product on the market, we will make the relevant recommendations.
Our experience is that many customers invest in products which are not reviewed on an on-going basis and may no longer suit the customer’s needs. Our commitment is to provide on-going appropriate advice, to help keep your financial affairs current and relevant.