The Global Process
Stage 1

Professional Assured requires any information relevant to the planning of your tax affairs.

We obtain this information by completing a specific financial planning questionnaire with yourself.

If there is a need for further information, we may obtain this by contacting the relevant parties e.g.

• Exiting Pension Providers
• Life assurance Companies
• Investment Houses

If you prefer not to provide certain information, we will still endeavour to offer advice - though it may be limited.

Check out stage 2