Reviewing the statement of advice, recommendations on the insurance company, the recommended products & the pricing.
I put this information into a statement of advice at which I will present to you at our second appointment.
This will allow me to put my recommendations together for you based on your needs.
Discuss scope of service, which insurance companies I work with & how your information is kept private and confidential.
The Disclosure Document outlines what kind of adviser I am & how I am regulated by the government.