Forensic Analysis Report

If you have over £250,000 in an insurance bond, whether in a pension or direct investment, let us look into the costs and see what options you have to improve your returns.

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How insurance bonds decimate investments

High commissions, high fees and usually poor investment advice destroy savings.

Your FREE Forensic Analysis Report

Looking for a better service and to maximise your investment returns?

Learn the true value of your investments and how you can improve returns through some simple steps.

Find out what options you have, what you should be considering, how to bring your portfolio up to date balanced with your attitude to risk.

Complete the form here and we will be in touch with you.

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Identify who actually holds your pension, who your trustees are, what your original adviser has set you up in and how any fees impact on you now.

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Assess your attitude to risk and measure the level of risk within your portfolio.

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Understand how your existing funds have performed, any lock-in penalties, and what the investments actually are.

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Consider any tax and charges impacts you are maybe unaware of.

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Help you understand ‘lock-in’ periods and if they have substantially reduced your flexibility and performance.

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Guide you with some simple next steps.
Yes, I want my FREE Forensic Analysis Report

Please complete the form below. You will receive your report from us without any obligations and completely FREE.

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