We offer obligation free reviews of the following:
Insurance | Pensions | Mortgages | Utilities
We are a UK based service providing a singular point of contact to access several suitably qualified, authorised and regulated organisations. We conduct a friendly, confidential 'fact-find' to better understand your current situation. This information is then given a comprehensive review and we are able to share the results with you.
If you find anything presented as favourable, with your authorisation, we can help make it a seamless transition.
We use the information you give us to specifically look at your recurring expenses to see if there is room for improvement. You are able to say if there is anything of particular concern you would like us to look at.
You will be given a named contact to look after you from initial query and anytime in future. We are UK based and available to answer your questions. We pride ourselves on being friendly, professional and useful.
We are an introducer service that conducts fact finds. We work with suitably qualified and regulated organisations to assess the possibilities. We do not charge you for this and you are not obligated in any way by us.
Our procedures safeguard your data. We are registered with the Information Commissioner's Office and adhere to their guidelines on data protection.
Swansea
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