All the IFAs participating in this promotion are offering a free initial consultation and advice during the month of September 2010, in return for a donation to local charity St Raphael’s Hospice.
During September 2010 you can see a local Independent Financial Adviser (IFA) to discuss your individual needs.
Financial services on offer:
- Mitigating Inheritance Tax
- Investment Advice
- Pensions
- Mortgages
- Life Insurance
- Critical Illness Insurance
- Income Protection
WHAT TO DO:
- Please contact the Independent Financial Adviser (IFA ) of your choice, and mention Independent Financial Advice Month and St Raphael's Hospice when you call.
- Arrange a mutually convenient date for you and the IFA to meet. At that meeting the IFA will review your financial affairs and discuss particular aspects that you wish to have advice about.
- That initial consultation is free of charge. At that meeting the IFA will ask you to make a donation to St Raphael's Hospice.
You can make sure you and your loved ones are protected financially
The initial consultation with an IFA is free of charge, in return for a donation to local charity St Raphael's Hospice.