City Financial Independent Financial Advisers
FREEPHONE 0800 389 3345
 
  INITIAL REVIEW
 
 
City Financial (Aberdeen) Ltd is authorised and regulated by the Financial Services Authority.
 

INITIAL PERSONAL FINANCIAL REVIEW

Your Initial Review can be organised at a time to suit you, and should take less than an hour to complete.

It will include:
› A detailed assessment of your current financial situation.
› Options which may help you save for retirement (changes in legislation).
› Review your existing investments to see if they still meet with your expectations.
› Compare your existing mortgage to others available in the market place.
› Review your life cover and income protection.

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Area(s) of Interest   Mortgages
Pensions
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Corporate Financial Services
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You voluntarily choose to provide personal details to us via this website.  Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998.  You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

To talk to one of our advisors, call 0800 3893345 or email info@city-financial.co.uk
 
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