Unit linked Investment Funds tend to be multi sectoral, geographically broad and involve combinations of Cash, Government Gilts, Equities and Property, depending on the level of risk involved.
We can prepare a report for you, which will take into account your Risk Profile, existing Investments/Deposits and your time frame, The report will match you to a Fund(s), and will highlight it’s composition and it’s track record.
As the Managing Director, my role is to ensure that the company can fulfil its goals. This is achieved by ensuring that every section of the company has adequate resources, training and focus. I am here to assist our teams in every way possible. I am also responsible for the company’s adherence to all the regulation and rules within which we must operate. I am also very focused on customers, making sure their needs are fully met by our service levels.I make sure that I get involved in any claim where there are any difficulties to smooth the path to a successful outcome.
I also actively take part in looking after Commercial customers, farm business and our apartment block facility.
Hello I have been working in in the insurance industry for over 30 years
As a qualified financial advisor I can advise you on all types of Protection Products such as Life Cover, Income Protection, Inheritance Tax,
Mortgage Protection, Co- Directors Insurance & Keyman Cover.
I can also assist in reviewing your Pensions be they, Personal, Company or Paid Up Pension in doing so we can work together to
ensure they meet your retirement expectations .
Please feel free to contact me and I can provide you, your family and your business security through a complete financial review.
Hi my name is Shauna Forrester and I am part of the Life & Pensions Team. I have worked as a Life & Pensions Administrator for 4 years.
My role as Administrator is dealing with new clients at the proposal stage of their protection & pension plans, helping existing clients with any queries in regards to their plans.
Liaising with life companies & underwriters on behalf of the client on a daily basis along with general admin duties.
If you want to talk to one of our specialists about any of our products or services, call us on 01 867 2121
If you require assistance with any of our products, search our FAQ or click the button below to Submit A Ticket.