"To avoid having all your eggs in the wrong basket, at the wrong time, every investor should diversify."     

 Sir John Templeton,  'Principals for Success'.

To be financially well organised is the long term strategy of most people. We at Independently East Ltd. can help you plan to achieve this.

We have at our disposal the latest computer resources which allows us to investigate the most appropriate action plan. As a small company we have the desire and time to offer a hands on one to one approach.

Given the increased complexity and constant change of today’s world we consider everyone should find the time to consider and plan for their financial future. Governments may change, probably altering everyone’s tax situation. Your career and demands of your family life are subject to constant uncertainty.

Whatever their financial situation, clients usually approach us because they have some assets, but insufficient income, or have disposable income but wish to create capital, long term growth and security.

We can help you to:-

Obtain a clear analysis of your current financial situation. Develop a series of achievable short, medium and long term financial objectives.

Offer contingency plans to deal with the unplanned - unemployment, redundancy or early retirement, or death of either you or your partner. Reviewing and monitoring your plan over time, making adjustments in the light of your changing circumstances.

OUR LOGICAL APPROACH

We offer a comprehensive financial planning service - independent, impartial, and long term - to help you define, review and achieve your personal objectives. This is a joint operation which requires commitment and dedication from you and us.

RELATIONSHIP WITH OTHER PROFESSIONAL ADVISORS

We would normally expect to work closely with your other advisors, in particular your accountant or solicitor, so that each advisors’ particular expertise is co-ordinated into the overall recommendations.

OUR CHARGES

Nothing is hidden! We can offer the two main alternatives; 1. Commission received from the host company from the sale of a suitable policy. 2. An agreed fee / commission level, based on our agreed assessment of time.  

YOUR NEXT STEP

If you would like to find out more about our services, and discuss your circumstances in strict confidence then please telephone me - Steven East - on 01932 228 773 to arrange an explanatory meeting without cost or obligation to you, alternatively contact us on our e-mail address at - steven@indepeast.demon.co.uk

TECHNOLOGY

At Independently East Ltd. we have at our disposal the very latest computer hardware with direct telephone links to all the major Insurance Companies (see below) via the best, most up to-date computer software available.

As we derive 90% of our business from recommendations, we value your support in recommending our services to like minded people.

FINALLY

We are pleased to announce our professional association with one of the top Triathlon event organisers, John Lunt at "Human Race" organises over 10 events a year which caters for every category from novice to present European champions."

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