When new parents Sarah and Paul welcomed their little bundle of joy to the world, they realised (through a sleep-deprived haze) that it was time to refocus their priorities.
They came to Macbeth Scott & Co to discuss how they could really make their savings work and to put life assurance in place – crucial steps to ensure the brightest of futures for their little star.
Following the initial consultation, which is free of charge, we assessed Paul and Sarah’s financial circumstances. We prepared a savings investment plan and proposed a suitable life assurance policy.
Arrangement and implementation
Arranging the life cover policy and setting up the investment took 1.5 hours of adviser time and 2.5 hours of general administration.
We helped this family to achieve peace of mind by implementing a secure investment plan and life cover at a total cost of just £362.50.
Operating on this basis reduces the cost of the products, as the industry otherwise loads the premiums to account for payments of commission