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PREPARING TO TO MEET YOUR FINANCIAL ADVISER

When you first meet your financial adviser they will be prepared to take you through the advice process, but you will get more from the meeting if you do some homework first

STEP 1: PROTECTING YOUR FINANCES

What are your current financial commitments—your mortgage and any other significant loans?

  • How much it costs to run the family home, and to support the standard of living you want your family to have

  • What means you have readily available to cover these costs, if you weren’t able to earn an income because of illness or injury.

You don’t need to work things out to the last penny—but having a good idea of where you stand today should save you and your adviser time in working out what you need to do to safeguard tomorrow.

Contact us

Trenant Farm, Egloshayle, Wadebridge PL27 6HH

01208 814534

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info@arghans.net

©2019 BY ARGHANS INDEPENDENT FINANCIAL ADVICE. REGULATED BY THE FINANCIAL CONDUCT AUTHORITY

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