Sorensen offers a wide variety of services from pensions to investments, retirement planning through to family and business protection. An example of a recent protection client and how I helped look at family protection: When I first approached Shirley to help with my finances I had never used a financial advisor before and I had very little protection or planning for the future. I now would refer to Shirley every time. Shirley pointed out the levels of protection available and what would be recommended as a bare minimum to support my family in the event of unforeseen circumstances. Being a sole trader at the time and also contributing highly to my mortgage, it was important to have some level of security if I was unable to work at some point. However, I also didnt have a huge amount of spare income to put towards some protection. Shirley understood my level of risk (not very high) and income available and worked out an appropriate proposal. I now have in place a suitable plan for life assurance, income protection and also a small savings plan. Shirley was efficient, clear and helpful in her undertakings, explaining the options available to me and ensuring I understood the details. I was confident that Shirley has my best interests at heart and am happy to continue to use her services and recommend her to others. Mrs JB of Buckingham If you want to know more, please get in touch with me: bicesterifa.co.uk/contact/
Posted on: Fri, 16 Jan 2015 10:55:10 +0000
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