The finishing touches

Professional Adviser
clock

Once advisers have ensured clients in the over 50s market have the right protection, it is crucial the legal small print is also taken care of, says Peter Gatenby

What is the reason behind anyone looking to you as an IFA for financial advice? At its most basic it is to make life easier. Making it easier to buy their home, making it easier for them to enjoy their retirement and making it easier for their family should any type of misfortune occur. But making life easier is not only about money. Just walk into any store as a customer, or try to arrange any of the services you need, and you soon realise that. Once the financial arrangements are agreed, what none of us want is to hear is: ''But before we can actually do it/deliver it, we just need...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Buildings & Contents

Lightening the load

Professional Adviser
clock 01 June 2007 •

Case study

Gemma, 30, has just bought her first property with a mortgage of £147,000. As she has income protection cover through her employer, Gemma is looking to take out a personal critical illness plan. Although she is a fitness fanatic and does not smoke, her...

Professional Adviser
clock 01 March 2005 •

Going with plan B

Selling and buying property can be a slow process, but let to buy could provide the ideal solution for clients in a hurry to buy their next home

Professional Adviser
clock 28 August 2003 •