Focused Planning

Focused financial advice will suit you if you want to receive advice in one or more specific areas such as:

  • Insurance
  • Pensions
  • Savings
  • Investments
  • Estate Planning

For example, some clients may simply want to review their personal and family protection requirements upon the birth of a child.

The Sequence Wealth Management Service allows clients to receive focused advice and service with regards to their pensions and investments.