It has now been 6 months since we launched our Service Centre, a dedicated phone line service which gives clients the opportunity to have their queries answered instantly by a Financial Advisor. No need for an appointment and no irritating hold music!Over the duration of this 6 months, our Advisors have taken over 1,000 calls from clients with varying queries in relation to their financial plans.
Some of the most common queries we’ve had are;
- How is my pension / investment fund performing?
- Can I amend my plan?
- Can I book a Financial Review for myself and my spouse?
- How do I make a claim on my policy?
- My circumstances have changed, is my plan still adequate?
To discuss your Financial Plan with a Qualified Financial Advisor, you can call our Service Centre, Monday-Friday 09:00 – 17:30 on 01 8298500. We look forward to hearing from you.
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