The Process Initial Meeting Following our introduction, we'll arrange a meeting at your place or ours'. We need to review your existing financial situation and reach a realistic assessment of your needs. For this, you'll only have to set aside some time to talk to us - there's no charge and no obligation while we find out together if we want to move ahead. The Design Stage Once we have agreed your objectives and your needs we will design a plan to address them. This will normally take the form of a report summarizing your situation and the benefits of our solutions. We can advise on a specific financial objective or create a comprehensive lifetime financial plan - the decision is yours. All our proposals will be fully explained and costed so that you'll know exactly What? and Why? before you agree to anything. Any financial products recommended will be chosen from the whole market at the best terms available. Implementing the Plan Once you have instructed us to proceed, we will implement your plan. This stage is completed when you are satisfied with the arrangements that have been made. The On-going Relationship We offer a comprehensive ongoing service with regular reviews for the clients that want it. Having loyal and satisfied clients who rely on our expertise is the reason we set up in business.

Testimonial When the manager of a fashion house came to us, the most important thing for him was to review the plans he had in force and whether he needed them. We were able to provide him with a simple schedule review of his plans and explain what each of his policies did. It transpired that some of the policies were surplus to requirements and would not have paid out if he had fallen ill. In addition, we were able to identify where savings could be made by replacing existing contracts. "Now I could rest easy because my finances were in order and would be reviewed each year" he said. 15 Dormer Place Leamington Spa Warwickshire CV32 5AA Tel: 01926 452 440 Fax: 01926 432 440 Email: office@aspectfc.com

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