Financial Advisors: What To Do
With A Client Heading For Financial Trouble
Maybe a client sees you to ask for a re-mortgage but when you start the Fact Find you realise that they have a poor credit record and significant debts?
Or perhaps a client cancels the insurance policies you set up for them - and you discover it's because they can’t afford to pay them?
In either case, by far the best thing you can do for your client is to put them in touch with an expert in matters of financial distress (and if a client comes to mind right now then please call us on 01444 848766).
But it's not always bad news:
You may also have clients who are looking forward to retirement but have a large proportion of their wealth tied up in their company and want to minimise their tax liability in extracting it. Sometimes the most tax-efficient way of releasing capital will be a Solvent Liquidation, so if you have a client in that position please call us on 01444 848766.
And you can find out more here in our Special Feature on The Hidden Power of Solvent Liquidations.
At Solvency Solutions we can address the deeper issues that your client may be facing in relation to their debts. We are always happy to offer a free face-to-face or phone meeting with your and your client to address the issues which you are uncertain about and help find and implement the solution that is best for your client. Alternatively we are happy to answer general questions or give clarification on specific issues if we think we can help.
Please call us now on 01444 848766.