75point3 - Your pension & investment journey

Creating your financial plan Presentation of advice • Your Adviser will work with our Paraplanning team to review your existing financial products and research new ones if needed. • We’ll consider an appropriate level of risk, to meet your goals and objectives. • Because we are independent, we can search the whole of the market to find suitable products at competitive prices. • We’ll provide you with a suitability report outlining our recommendation options. • This report explains the reasoning behind any recommendations, and how they meet your individual needs. • We’ll run through this report with you and explain any associated risks and costs to help you make an informed decision. 3 4