Research and Analysis

Having looked at your circumstances, we will then carry out further research to find routes forward. This can involve the following:

  •          Detailed analysis of your income and outgoings
  •          It may involve analysis of your assets (Home, Investments, Bank, Savings, Pensions)
  •          Detailed analysis of your liabilities (Mortgage, Loans, Credit card, Overdrafts, Hire agreements)
  •          Consideration of any tax implications
  •          Sourcing the most suitable product for your current situation