1 Listen to your present & future financial needs
2 Look at all the products on the market
3 Recommend products suitable for you & your family
4 Will not recommend something you don't need.
What kinds of products?
a Mortgages & Mortgage Insurance
b Buildings & Contents insurance
e Unit Trusts/Investment Trusts/OEICs
f Specialist Insurance
Who can benefit from your services?
Anybody can benefit.
How do they differ from my bank/building society?
They are not tied to 1 company so they can offer products from across the market.