Why do I need advice?
For some of Zurich’s products you’ll need to get advice first to see if the product is suitable for you, so your first step is to find an adviser who can take you through the options you have and work with you to find the best solution. When it comes to the big things in life like protecting you and your family, planning your retirement and securing your financial future it makes sense to get some professional advice before you make the leap.
Working with a financial adviser who is authorised and regulated by the Financial Conduct Authority (FCA) can:
Preparing for your visit with a financial adviser
When you meet up with your financial adviser, you'll get more from your meeting if you prepare first. Remember, you will most likely have to pay for any advice you receive so it makes sense to do a bit of homework first.
To help you prepare, follow these steps: