Impartial Financial Planning

There are three stages to the financial planning process with BMC Financial Planning.

Financial Review:  When we meet your first, we conduct a detailed review of your current financial circumstances.  We gain an in depth knowledge of your priorities and we help you identify and satisfy your needs.

Implementing your financial plan:  At BMC Financial Planning we use all the information you have provided us with at our initial meeting to create a plan which will guide you on how you can reach your objectives.  Using all our knowledge and experience we will recommend a detailed plan unique to your requirements with the intention of satisfying the objectives you have set.

Annual Review:   We will meet with you every year to review your plan to ensure that it is meeting your expectations and that it is compatible to your current circumstances.

Review you Life Insurance needs today

Are you reviewing your Life Insurance policy or taking one out for the first time?  Get the cheapest price on the market plus up to 15% discount with BMC Financial Planning.

With so many choices on the market, it can be really difficult to find the Life Cover that’s right for you for:

  • Life Insurance
  • Income Protection
  • Serious Illness Cover

Why pay more than you need to?

If you have an existing policy and haven’t reviewed it for some time, you may well be paying more than you need to.  When it comes to Protection Cover, a lot of Advisors deal with one insurance company which means you may be paying more than you need for your Protection Cover.  In a high percentage of quotes Life Cover is now cheaper than you paid for it a few years ago!  Why – because of intense competition between the leading Life Assurance Companies and the falling price in the cost of Life Cover due to people living older and longer!

How does BMC Financial Planning get you the best price?

Our free service compares 6 insurers to bring you the best value cover available, thanks to:

  • Our unique Pricematch Guarantee – this ensures that you enjoy the lowest possible price on the policies that we quote.
  • PLUS upto an additional 15% discount! – in most cases.

To arrange an impartial Financial Review, please contact Dave at BMC Financial Planning