LINKS

Our Approach

Using modern technology, the following links gives you an idea of how we provide access to all products and provide the highest level of service.

All these services are password protected, so that your information is secure

Quotations & Applications

For most products, and nearly all circumstances, we can obtain instant, on-line quotations, Key Features of the product and all appropriate forms. We can also make applications on-line, speeding up your application process. www.exchange.co.uk

 

 

Investment Performance

We can access graphic past performance data, investment mix or volatility, details of the company's financial strength and full charge information. Morningstar is one for example, there are others. http://www.morningstar.com/cover/funds.aspx

 

 

Servicing

We can make on-line applications for you,  access your policy on-going, monitor progress, chase up, provide valuations and in some cases make basic changes. Again, L&G is one example,  most companies offer this type of service. www.landg.com/ifacentre

 

 

Regulation

We are regulated by FSA for all business. They are  an open regulator and their site  informs you of how they work and who to contact. www.fsa.gov.uk

 

 

Trade Associations

Who assist in the well being and well running of the industry as a whole.

 IFAP www.ifap.org.uk

 

 

 

The Personal Finance Society  www.thepfs.org 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Webmasters


If you wish to link to this site, please use the following options (image or text links). Please refer to ‘Reciprocal Linking’ at the bottom of the page for further instructions.


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EFP - Executive Financial Planning - Using the latest technology and the most up to date solutions we are able to offer the widest possible choice of product and the most efficient back-up available in the industry.

 

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EFP - Executive Financial Planning

 

 

 

Reciprocal Linking

If you want us to link to your site please send instructions or the URL to the instructions on your web site. Please link to us first as outlined above and send us the URL so we can see the link. We require you to maintain this link to us unless we agree otherwise. Send your request to us using the link below and we will confirm when we have included your link on our site. In some cases we may decline a reciprocal linking agreement and you must then delete your link to our site.

 

 

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Executive Financial Planning - Independant Financial Advisors