Advice for Life means helping you make the best financial choices for yourself and your family, whatever stage you are at. It’s a long-term partnership, where we give you the tools to make the most of your present and to plan for your future.
Find out more about how we can help you and your family to get the most out of life.
Every stage of our six-step process helps us to understand you better, so the advice you receive is tailor-made just for you.
Getting to know you: This is where we sit down together to find out what you want to achieve, and how we can help you to get there. We also go over this six-step process, so you know what to expect.
Finding out more about you: In this step we’ll ask some questions to help us work out your financial situation, and what your risks and challenges are. This makes sure we really understand you and your needs.
Assessing your information: This is where we work out what you need to do to achieve your goals. This is where we put together the solutions that will set you on the path to financial security.
Providing you with advice: Once we have worked out how to achieve your goals, we will present the information to you as a Statement of Advice, or Financial Plan. This will explain all the benefits and risks you may face along with any fees that may apply. This gives you the power to make the best decisions for yourself and your family.
Making it happen: The next step is the exciting part – we help you put the plans outlined in the Statement of Advice into action.
Keeping in touch: We will touch base with you each year, or more often if needed, to make sure everything is running smoothly. If you have had a major life change, it is important we go through this process again to help you incorporate these changes into your plan. This means you can be sure you are always making the most of your current situation.
By partnering with Camelot to regularly review your financial goals, you can be certain you are always on the right track to a secure future.
Advice for Life is all about partnership. It means working together to achieve a common goal – your financial certainty and security. We work beside you during all of life’s stages, helping you to adjust to life's changes, whether exciting or challenging. By doing this, we are making sure the plan we created together continues to suit your needs.
Being in a partnership is about equality. We don’t tell you what to do - we empower you to make the best choices for yourself and your family. Because we have your best interests at heart, you can trust our experienced advisers to give you the very best advice upon which to base your decisions.
Partnership is also about being there for you during the rough patches. If you need to make a claim on your insurance then it means you have experienced an unexpected event. When that happens, it can cause a lot of uncertainty in your life, and often the process of making a claim is extra stress when you least need it. We will be there for you at claim time to help you with all the details, and to provide support, empathy and any advice you need.
We are committed to forming a successful, long-term partnership with you so that you can achieve all of your financial goals. Let’s get started today.