“I write on behalf of both of us to thank you for your service as our
financial adviser in recent years. Thanks to you we feel wholly secure.”

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Step 2: We prepare a report for you

We will consider all the information gained from Step 1 and report on how well we think you are prepared for the future in the key areas of protection, pensions, inheritance tax, wills, savings and investments.
If we think you need to take action in a particular area we will advise you to do so. We will make forecasts to find out how much money you will need to save or invest to reach your stated goals, eg for retirement or inheritance tax planning.

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Winsec Financial Services is a trading name of Blackstone Moregate Limited. Authorised and regulated by the Financial Conduct Authority. Registered in England. Registered No: 03631973

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