Care
Advice to All Customers of a Bank or Financial Services Provider
It is generally accepted that today’s generation of 50+ year olds have greater
levels of personal wealth than any previous generation. It is also an accepted
fact that today’s generation of 50+ year olds have longer life expectancies
than any previous generation.
Many people find it hard to address the issues that older age may bring.
Others may have vague worries about older age but have no access to reliable
information to help address them.
A source of independent advice about how best to embrace the issues of
living to an older age and how to provide financially for the time when
an older person may need care provision is invaluable. This applies equally
to the older person, and to the son or daughter of the older person on
whose shoulders the responsibility is increasingly being placed.
Grace
Consulting enables the bank or financial services providers to become
that independent source. Grace Consulting provides independent advice
to customers of banks and financial services
providers on their behalf.
This is a win/win service as it creates extra revenue and custom for
the financial services providers as Grace Consulting refers the customers
back to the financial institution for financial advice to fund the needs
of later life:
- Enhances the financial services providers customer care ethos
- Provides a high value service at a low cost
- Results in increased referrals to the financial services providers
appointed financial advisers
- Attracts new customers and new referrals from existing customers’
families
For further information, contact Grace Consulting:
Telephone: 01483 203 066
E-mail: enquiries@graceconsulting.co.uk
