Customers Portal

Twitter

Churchfield_CFS RT @StephenRCovey: "Effective people are not problem minded; they're opportunity minded. They feed opportunities and starve problems." - St…
Churchfield_CFS RT @irishlifecb: Our recent survey shows that people feel autoenrolment will be more successful in increasing pension savings, compared to…
Churchfield_CFS RT @IrishTimesBiz: AIB gives its German savers higher returns than Irish customers https://t.co/FJPX2np33V via @IrishTimesBiz

Latest Markets

The 12 Step Process for Redundancy Planning

Initial Meeting

Step 1 - Initial discussions around financial objectives
Step 2 - Full Financial Fact-find including mortgages, pensions, investments, life insurance, income protection etc.
Step 3 - Full Redundancy Analysis

Adviser/Client

Step 4 - Information Gathering

Adviser

Step 5 - Financial Needs Analysis
Step 6 - Redundancy Needs Analysis

Second Meeting

Step 7 - Discussion of Financial Needs Analysis
Step 8 - Discussion of Redundancy Needs Analysis
Step 9 - Implement Agreed Strategy

Review in 12 Months

Step 10 - Changes in your world
Step 11 - Changes in the financial world
Step 12 - Updating requirements accordingly

For details or a quotation please email This email address is being protected from spambots. You need JavaScript enabled to view it.