Member Profile - Laurie Moody
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Company Name: Global Financial
Business Category: Independent Financial Adviser
Email: laurie.moody@globalfinancialuk.com
Website: www.global-uk.com
Tel No: 01403 780765 - Mobile: 07711465911
Business Profile:
I have been in the Financial Services Industry now for nearly 20 years. I joined Prudential in the early 1990s and got a good solid grounding from them, consistently being amongst the top 5% out of over 2000 Financial Consultants. In 2001 I decided to take the plunge in to self employment and became an Independent Financial Adviser.
After an initial very steep learning curve I can honestly say that I have not looked back, as, opposed to working for a Company offering only their products I very much feel that I now work on behalf of my clients using the whole financial market place to create the most suitable solution for them.
The service I provide is generaly free of charge and always totally confidential and usually consists of an initial Fact Finding consultation where I take a snap shot of your current financial position and find out what your goals and needs are. I then take that information away and analyse and research before the next consultation where I offer my recommendations which are specifically tailored to you.
My advice is offered to Individuals, Families and Businesses in the following areas:
Protection
•Life Assurance
•Critical Illness
•Income Protection
Retirement Planning
Reviewing existing plans and or creating new strategiesInvestment and Savings
Reviewing existing arrangements and creating new tax efficient portfoliosInheritance Tax Planning
VANGUARD CHAPTER
Horsham, West Sussex
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