Our 'Free Advice Introducers' could meet you in many ways, most commonly by seeing you at your home, shopping centres, organised community events, or in some cases at your place of work (organised through your employer as a free business perk).
Once our introducer has spoken with you, you will be able to determine whether or not you and your family could directly benefit from this service. The relevant service (financial or estate planning) will be explained so that you are fully aware of what to expect during your free appointment.
At the point that it is agreed that you would like to take advantage of this genuinely free advice service, a suitable date and time for the appointment to take place will be agreed. This will be confirmed by telephone with the attending adviser/consultant.
The introducer will need to take some details (this will never include bank details) which will enable your attending adviser/consultant to minimise the duration of your appointment and carry out some appointment preparation prior to the visit, generally these appointments last between 45 minutes to one hour.
Within 24 working hours you will receive an email from your attending adviser confirming the appointment details, (public holidays and banks holidays are not calculated in this time period).
All advice, regardless of its nature (Financial or Estate Planning) is strictly administered by locally appointed qualified advisers or consultants who are experts in their field.
Please note this is a completely free review service with no hidden charges and at no point are you obliged to take any advice, our service is completely free from selling so there is no pressure involved throughout.
RightPolicy4u do not employ Financial Advisers or Estate Planners, our role is simply to introduce you to a qualified professional who can answer all of your important questions and provide you with suitable advice in direct relation to your individual and family needs. This service provides people with total clarity and complete piece of mind.
RightPolicy4u introducers are not qualified to give Financial or Estate Planning advice, they are simply there to book the appointment on your behalf.