Second Opinion Review
Over the years we have got requests from existing clients to review financial products – investments, pensions, savings and life assurance – held by themselves, family or friends.
In some cases we have also been asked by legal firms assisting plaintiffs or defendants in cases involving financial fraud or negligence to investigate unusual situations.
The Value in Getting A Second Opinion
In our review work we find that we identify issues that either the client or their advisor may not have taken in account in either the suitability of the financial product or the possible outcomes that may arise in future.
Financial Fraud And Negligence
From time to time, we have been engaged as an expert in many legal cases involving advisory fraud or financial negligence.
While most of this this type of work involves engagement by plaintiffs or their legal representatives we have also been engaged by professional indemnity insurers who wish to get an independent perspective of a particular issue that they may have insured.
Questions you may have..
Using Our Services
How We Work
What The Aspire Life Plan™ Provides
Need A Second Opinion On Financial Matters?
Clarify the situation by arranging a call back or online meeting.
Simply book yourself into an appointment at one of our available times