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Riskograph
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Financial Planning
Personal & Family Protection
Mortgages & Re-Mortgages
Savings & Investments
Pensions & Retirement
Business Protection & Planning
Equity Release & Care Fees
Wills & Estate Planning
Riskograph
Calculators
Our Journey
About
Meet the Team
What we do
Our Investment Proposition
Attitude to Risk
Treating Customers Fairly
Contact
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Reskograph Results
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Retirement
0/3 Questions Answered
0%
AT RISK
Mortgage
0/3 Questions Answered
0%
AT RISK
Income Protection
0/3 Questions Answered
0%
AT RISK
Protection
0/3 Questions Answered
0%
AT RISK
Savings & Investments
0/3 Questions Answered
0%
AT RISK
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Retirement
0/3 Questions Answered
I’m contributing enough to personal, or company pensions to ensure a comfortable retirement
Yes
Unsure
No
N/A
Having reviewed the performance of my pensions, I’m happy with the performance & charges
Yes
Unsure
No
N/A
My ‘Plan’ for retirement is clear & regularly reviewed
Yes
Unsure
No
N/A
Mortgage
0/3 Questions Answered
I’ve recently reviewed my mortgage to take advantage of the lowest rates available?
Yes
Unsure
No
N/A
I’ve got a definite plan to ensure the mortgage will be repaid on time
Yes
Unsure
No
N/A
I’m sure the mortgage and any other loans are properly protected
Yes
Unsure
No
N/A
Income Protection
0/3 Questions Answered
Should I suffer long term illness I have an income protection plan in place
Yes
Unsure
No
N/A
I’ve insured my mortgage & other commitments in the event of redundancy
Yes
Unsure
No
N/A
My existing income protection benefits have been reviewed in the past 2 years
Yes
Unsure
No
N/A
Protection
0/3 Questions Answered
Should I die prematurely, I have adequate life assurance to protect my family
Yes
Unsure
No
N/A
Again on death, I’ve ensured there would be adequate income to pay the bills
Yes
Unsure
No
N/A
Should I suffer severe illness, I have enough money to remain positive & focus on recovering
Yes
Unsure
No
N/A
Savings & investments
0/3 Questions Answered
I have a savings plan to ensure I keep some of the small fortune I’ll earn in my lifetime
Yes
Unsure
No
N/A
I’m satisfied my investments are performing in line with my objectives
Yes
Unsure
No
N/A
I’m confident the investment charges are reasonable & all tax allowances are being used
Yes
Unsure
No
N/A
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