No. The initial review is entirely complimentary and there is no obligation to proceed.
The purpose of the initial conversation is to help you understand your options. Any recommendation to take out a policy would only be made after considering your individual circumstances.
We believe that we are more than just professional financial planners; we are relationship builders too. We take pride in the trusted relationships we have cultivated over the years…
The information on this website is for use of residents of the United Kingdom only. No representations are made as to whether the information is applicable or available in any other country which may have access to it.
Truestep Financial Planning is a trading name of Just Mortgages Direct Limited which is an appointed representative of The Openwork Partnership, a trading style of Openwork Limited which is authorised and regulated by the Financial Conduct Authority.
Just Mortgages Direct Limited Registered Office: Colwyn House, Sheepen Place, Colchester, Essex, CO3 3LD. Registered in England No. 2412345.
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