Services

If you wish to access more financial information or to visit other relevant sites, the links below may be of help. You can return to Independence-Direct Consulting at any time, by clicking on one of the links in the left-hand frame.

Independence Direct will be pleased to give advice on:

Protecting you and your family in the event of serious illness or death

• Ensuring adequate Pension Provision
• Ensuring repayment of Your Mortgage on time or even early
• Making the most tax-efficient use of Your Savings
• Building and managing Your Investments
• We can also Review Your Existing Policies in the light of your changing circumstances and needs.
• Transact On Line allows you to build, manage and access your Portfolio on-line with a wide range of investments.

Execution only Service

This is where you have already decided which policy you want and just require someone to set it up for you. (No advice is given regarding the suitability of the policy.)
You may have had several quotes and just want to know if we can better the terms already offered. In this case just obtain a written quotation from the company of your choice detailing charges and commission levels etc, and send us a copy. We will then get a quote for you from that same company, usually with enhanced terms.

We will then let you know how much we can save you.

Policy Advisory Service

This is where we provide you with full details of the policy we recommend and why we are recommending it to you.

Full Advisory and Review Service

One of the most important aspects of any financial planning is to ensure your planning is fully reviewd in line with your changing circumstances.
At Independence-Direct we would recommend a full review at least once a year, or when a major, life-changing event occurs, such as a new job, a new baby, or a move of house.

Pay only for the service you get, and, more importantly, pay only for the service you want.