We take a holistic view of mortgage protection. When they got their mortgage most people took the first protection policy shown to them and agreed that this would do for the short term. Cunningham Financial Services acknowledge that most people never review this and this premium can end up costing you a lot more than necessary.
We have literally saved clients thousands of euro by simply reviewing this policy and effecting a more suitable and sustainable solution. We strongly urge all our clients to engage in the annual review process as this can eliminate and excess policies or over-payment. This part of the financial planning process enables you to take control of your monthly outgoings. Our financial adviser will source the market place for the most suitable provider.
If you would like to arrange a consultation, we would be happy to facilitate this meeting at a time and venue to suit your lifestyle. This simple review meeting could save you a substantial amount of money over the longer term.
We offer a unique friendly service that includes the following.
- Visit you in your own home at a time that suits you. (No time off work)
- We offer a consultation with no obligation and no charge to all our clients
- Our recommendation will be presented in proposal format with no obligation on the client to implement them