Our meeting supporters are here to give you peace of mind
Meeting your finance professional can be daunting. The details you discuss may be complicated and confusing. You may not completely grasp what you’re being told.
Wouldn’t it be great to have a supporter with you in the room? Someone to listen, and make sure you get the advice you need – and fully understand it?
Trustworthy
Meeting supporters have a wealth of experience working with financial professionals
Independent
Meeting supporters are there to help clients achieve their objectives.
Knowledgeable
Meeting supporters all have significant financial services experience.
All clients should be treated with respect and feel empowered to make good decisions about their finances. Our meeting supporters can help clients feel more confident about meeting their finance professional and help clients feel more confident in their decision making.
Maybe you have health worries, or are coping with a stressful situation. Perhaps you have memory issues. You may not have any family or friends who can support you as you discuss your financial affairs.
Our service supplies an independent observer who can accompany you to your meeting.
Someone who is on your side. Who is compassionate, supportive and has knowledge of financial services.
They can’t offer you their own advice – but what they can do is make sure you fully understand the advice you have been given.
Talk to Erskine & Associates Ltd
We have access to a network of advocates, who we call meeting supporters. They all have experience of financial services, follow strict confidentiality rules, and, are all DBS checked.
They are all kind, confident and practical in their approach.
They will:
- Meet up with you before you sit down with your finance professional so you have plenty of time to discuss what you want to get from the meeting.
- Be by your side while you talk with your finance professional.
- Ensure all key areas are covered in the meeting.
- Talk through the meeting with you afterwards and give you a written summary of your discussion.
Want To Know More?
This service is for you if you are...
A Client
A client who wants to be sure you’ll get, and understand, all the advice you need about your financial affairs
A Financial Professional
A financial professional who wants to ensure one of your clients gets the independent support they need in your meeting
A Friend or Family Member
A friend or family member of someone who would benefit from our support
Why Choose Us?
At Erskine & Associates Ltd, we understand how difficult it can be for so many people to get the full value from their financial meetings.
We also know that finance professionals appreciate the problems many of their clients have with complicated subjects related to money. They want to help their customers by giving them peace of mind as well as appropriate advice.
That’s why you can rely on us to supply a supporter who will help you to understand your meeting outcomes so that you can enjoy complete peace of mind that your affairs are in order.
Our service is:
- Safe
- Trusted
- Reliable
Get In Touch Now
Our meeting supporters look forward to meeting you.