CIFCO Limited provides, together with its Associates, independent advice to both business and individuals on matters relating to insurance, employee benefits, healthcare and financial planning.
Our advice and recommendations are only given after we fully understand a clients, needs, requirements, and priority. Once these are established we will provide a bespoke written report which we will fully explain during our second meeting. This process will ensure that a clients requirements have been met and that they fully understand our recommendations. We will also assist with completion of all necessary application forms.
We adhere to strict Financial Conduct Authority guidelines, which means we have to provide advice most suited to a clients business or personal requirements, its affordability and attitude to risk. To measure this process we request all clients to complete a survey which is monitored by our Compliance Department.