There are so many financial products out there now, each with nuances that differentiate them. Using some of the more basic financial planning comparison websites and tools can show you certain comparisons such as price etc. As financial planners though, you need to drill down much further than that. Using sophisticated financial comparison tools we dig deeper on your behalf. We are looking at all the factors that are important to your clients and evidencing this too.

There are so many different financial products out there. Understanding the differences comes from experience and understanding the right financial product comparison tool to use. We’re sure that you have better things to do, such as delighting the next face to face client. So, rely on our patience and experience to delve into the products and provide a comprehensive and useful financial product comparison for you. We look through the small print do you don’t have to, sorting the wheat from the chaff so you and your clients can stride forward confidently.

You already know that selecting the right product for a client comes from understanding their needs and matching these needs with a relevant product. We use the right financial product comparison tools to so you can make that final decision with the benefit of quality data to back up that decision. The time it takes to make a choice for your clients is dramatically reduced because we have done the legwork on your behalf, leaving you with a fact-based decision to make.

 

Let’s Have A Chat

What

What’s Involved?

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Your factfind gives us the best starting point possible. If there are any areas that need to be cleared up, then we get in touch to fill in the blanks. But we’re sure that you’re on top of your game and there won’t be much need for that. From there, we can start the process of searching the market for the products that match the needs of your clients.

We have extensive knowledge and experience so you can rely on the work we put in behind the scenes. We know you’re looking for someone that carries this out and takes the strain, rather than giving you more headaches. We provide details about the products so you can make an informed decision.

How

What You Get For Your Money

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We deliver a report with the alternatives based on the factfind you give us access to. We look at the details on the factfind and match these to the aspirations and attitude to risk of your client, giving you all the information you need to make a decision. After all, it’s you that gives the advice.

Product providers change their products in subtle ways from time to time. Keeping up with the changes can be a full-time job in its own right. But you have more important things to do. That’s why we stay on top of the changes, study the small print and give you the data needed.

Why

FAQ’s

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Who is responsible for the recommendation?

That’s still you. We’re here as a support mechanism but the advice is still yours to give. We’re always here at the end of the phone to discuss our recommendation or answer any questions you have.

How long does this take?

A thorough product comparison takes a little time. Of course, you want something that is fit for purpose – not a calculation on the back on an envelope. We take a little time to ensure that the product comparison is something you can rely on. For product comparison this would normally be a 5 to 7 working days turnaround.