Principle First is the first financial services company in the UK to offer new and existing clients the facility to receive a financial planning consultation online, from the comfort of their home or business.
Gareth Flanagan, founder and Managing Director of Principle First, says ” We have many clients who say they had intended to review their investments or family protection for a long time, but simply never got around to it. This tool provides a massive opportunity for people like this, and will also facilitate the growth of clients we attract online.”
Can you explain further please. I have an old pension with prudential, do you mean i can assess this online.
Thanks
Jill Murphy