Investment & Insurance Blog

Currently browsing Latest Posts

Good Afternoon

We love our clients …………..

At Retirement Pension Health Check – Ensuring Good customer outcomes.

Click the link to read the Questionnaire:
https://mcusercontent.com/03161d6ca4cecca6092a0798c/files/846662cf-4102-4478-a73e-8162964fde0c/At_Retirement_Pension_Health_Check.pdf

Individual Savings Accounts Health Check

Click the link to read the Questionnaire:
https://mcusercontent.com/03161d6ca4cecca6092a0798c/files/ca765edf-d2ab-4aaf-831b-f083f3f40f41/ISA_Health_Check.pdf

As we are firmly in the period of Tax Year End (TYE) planning, we thought that we would provide a Questionnaire in relation to both Pension and ISA products so to prompt your thoughts in relation to the product benefits.

Please feel free to check your existing plan details against the platform product that provides flexibility and value, against the functionality provided by the product.

The ‘prompt’ is designed to provide investors with a thinking point on the run up to TYE.

The platform solution is not a specific recommendation of the platform, as a ‘suitability recommendation’ is specific to an individual’s needs.

We think the Questionnaires provide a good ‘prompt’ so investors can consider their needs which is a ‘call to action’.

At Best Price FS price point for advice – with a price promise of value against peers – why not consider your position?

Simply get in touch in order to gather advice at the Best Price – we call it Best Price Advice.

Best Wishes and with love.

Best Price FS Team

Please follow and like us: