Selection of client situations
Who are you?
A client who...
- wants to talk before deciding if full Independent Advice Services are needed
- does not want full Independent Advice Services
- does not want to pay adviser level charges
- is dissatisfied with an existing or former adviser and wants a second opinion
- needs Mediation services
- just wants to review what they have done so far
- wants to talk about WILLS and LASTING POWERS OF ATTORNEY
- wants to talk about the difference between ISA's and PENSIONS
- wants to talk about: Estate Planning, Inheritance Tax, and "Do I have a liability?"
- wants to know "Will I have enough to retire?"
- needs to discuss Budgeting and Cash Management
- wants to talk about Business Succession - passing their business on
- wants to talk about Business Protection
- wants to understand Equity release, how it works, "Could it help?"
- wants to discuss concerns over inflation, interest rates, stock markets, and the effect on existing plans
- wants to make their own decisions
- needs guidance on how to tackle a problem
- wants tactical guidance - urgent, immediate, important
- wants strategic guidance - comprehensive, integrated, long-term