What information might you need from me? 

We are likely to ask for information about you and your finances, including:

  • How you currently fund, or plan to pay for, your retirement
  • Information about your family and any dependant/s you may have
  • Your current health and how it could affect your future plans
  • Your current financial position – whether you have any outstanding debts which need to be paid for
  • What your objectives and priorities are for your future
  • What your views are on house prices, and how important owning your own home is

Here to help

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We’re here 9am to 5pm
Monday to Friday

 

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