The risks in life…
Having spent time with you, to understand your future goals and ambitions, the team also consider that with the fact that modern-day life is rarely a smooth path – those ‘twists and turns’, as we describe them, are the real risks to future happiness and fulfilment. Anticipating what might happen is as important as planning for what you want to happen!
We will highlight the risks you and your family face, along life’s journey and how you can safeguard against them.
We will always work with you
The main risks are your ability to earn income and save – the risk is to the breadwinner(s). When we advise you on how to fulfil your future ambitions, we will naturally think and talk to you about those risks – then make recommendations as to how they can be protected against.
Most people think we should just consider death – but there is a far greater probability of you suffering some form of serious health problem or accident. This can then mean a prolonged absence from work. It is a fact that this occurs far more often than someone passing away.
Your situation could be simple and straightforward or complex and difficult, but you can be confident that the solution we recommend will be based on fully understanding your unique situation and tailored to your needs.
From my first meeting with Trudi Giles, I felt completely at ease. Trudi spoke clearly and in a way which I understood. We discussed all aspects of what I wanted from my pension and my attitude to risk, in that respect (which is very low) Trudi covered everything I requested and I would be more than happy to recommend her to friends/family needing advice.
Her service was first class. In fact I have already recommended a friend who has also had a positive meeting with Trudi!,