There are various downloads here (Adobe Acrobat required to view)
so that you can gauge for yourself what we have to offer. These
will help to show you the commitment we have to our clients and
the potential business we can unearth.
Our franchising newsletter should provide you with a more in-depth
source of information about the Money Aspects franchise. And in
conjunction with this web site, it should give you enough information
to decide on whether or not you want to take things further and
arrange a meeting with us. Click
here for a copy of our newsletter.
Client Financial Review
As mentioned in the 'Your Clients' section,
the client financial review is something done once a year for gold
clients and once every 2-3 years for silver clients. This polished
document is sent to show them the state of their finances at that
time. It can also be a powerful selling tool as it can show clients
they need to increase their cover, move their investments, etc.
Click here for a
client financial review newsletter.
Another service we provide our clients with is a document which
forecasts their pensions in order to let them see how their retirement
planning is going. This is very useful for clients as it shows them
what they can expect to retire on using values gathered at that
time. It too can be a selling tool if it shows that someone has
not got enough money saved for retirement. Click
here for a sample pensions guesstimate.
Client Maintenance Report
At the heart of our company's success in finding new business and
keeping clients happy is our CMR. This report is given to an IFA
every month and shows them policies or client situations which need
to be reviewed. It is made up of numerous reports and is a tremendous
source of business. Click here for more information.