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Jason Eldrid is an Independent
Financial Advisor (IFA). An IFA advises
on all the products and services available
and matchs your needs to the best solution.
In fact, by law, IFA's must recommend the
most suitable products for you. The IFA
acts as your agent, rather than that of
the product provider who is associated with
a company and its own products.
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- Before
making a recommendation, they will examine
your present financial circumstances,
including your family and job status,
your tax position and that of your dependent's,
household income, existing policies and
investments as well as your plans and
long-term aims and attitudes towards risk.
- He
will provide advice on the most suitable
course of action and propose relevant
policies and products to meet your needs.
- He
will decide whether the companies whose
policies and products are being recommended
are worth investing in.
This
last point is very important. As an IFA
Jason will aim to see which companies charge
the most competitive premiums or provide
the best benefits and value for money. He
will also see which insurers are financially
the most stable. Examining investments returns,
compare charges and monitoring levels of
service Jason will provide you with the
reassurance to enjoy and benefit from the
policies. Something you cannot get buying
from a company salesman, over the phone
or from the newspaper.
Call
us now for
further details or complete
the form to request a quote.

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