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Financial Review Money MOTFinancial Reviews - Money MOT
How do I sign up? 

Financial Advice Ongoing Review Service.  Do not let your money fall apart - have a regular financial review.

Two Basic Laws of Management:

  • Anything that is not managed will deteriorate
  • Anything that is watched and measured improves

If you do not service your car it will breakdown one day.  The same goes for money management and financial reviews:

Markets rise and markets fall.  Are you still invested where you were 2 years ago?  Did you lock in profits?  Move before falls? Did you invest when markets were low?

  • Not looked at your pension for 10 years?  What's its value?
  • Do you know which company your pension or life insurance is with?
  • Lost track?  What is your mortgage rate?  Is it the cheapest?
  • Made profits?  Have you protected them? Did you lock in those profits?Regluar Locks in Profits Get in Low Get Out High
  • Lost money? Adapted your plans for new tax rules?
  • Not seen your adviser for years?
  • Spend more on your car's MOT, (a depreciating asset) than on your Money MOT?  Is it any wonder your money does not grow .....

Our Brochure - about us and our services
Money MOT Service Brochure - ongoing services fact sheet – details about our ongoing Financial Advice services
Awards and Client References Brochure - what professionals and clients think about us

Choose a regular advice service to suit you - It is our belief that you should have the choice of exactly how you wish your money to be looked after.  This is why we have developed four distinct ongoing regular advice service levels to suit your needs.

How do I sign up?  

Go Platinum  Gold Service Silver   
 Platinum Review  Gold Review  Silver Review  Bronze Service

How much do you spend on your car's MOT? People spend hundreds of pounds a year ensuring that their car passes its MOT and keeping their home maintained to a nice standard. The one thing that keeps your car on the road and your house in order is your wealth, yet many people do not service their finances every year.

CANCEL HIDDEN COMMISSIONS: TO MAKE SURE YOU RECEIVE THE MAXIMUM MANAGEMENT CHARGE DISCOUNT FROM PENSION/INVESTMENT/INSURANCE COMPANIES WE WILL ALSO WHERE APPLICABLE CANCEL ANY HIDDEN COMMISSIONS OR REGULAR TRAIL PAID TO PREVIOUS ADVISERS.  OVER A PERIOD THIS MAY SAVE YOU MANY THOUSANDS OF POUNDS IN ADDITIONAL CHARGES THAT WOULD HAVE BEEN PAID TO A PRIOR ADVISER. 

How much do you spend on your yearly money MOT? Like many, it is probably not a lot.
Did you know that financial advisers still get paid commissions on your policies long after you have seen them? Many banks, insurance companies and financial advisers offer no ongoing service to clients yet still receive millions of pounds in renewal commissions on your policies and investments each time you pay a premium or a fund valuation charge is done.

Regular financial reviews are important - We believe in the importance of people reviewing their financial position every year as well as us earning those renewal commissions by offering a range of service levels and offsetting any renewal commissions against the costs.

Contact us and book your financial review today.

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