What is a Policy Audit?

au'dit n. & v. Thorough examination of financial position by qualified authority. To examine, scrutinise, probe, verify, overhaul, balance and monitor.

The word "audit" usually sends shivers down the spine ...but it does have a very positive purpose. It is an examination by a qualified authority that scrutinises and verifies that all is well.

An audit of your personal financial arrangements will uncover whether investments are diversified and balanced taking into account your view of risk and long term objectives. It will also uncover whether you are paying too much for insurances, or if you are now paying for the WRONG TYPES of insurances due to changes in personal circumstances.

New choices are provided to the market regularly, some of which are better than what clients currently have (but only sometimes!).

An audit of your existing portfolio of products will reveal whether what you are paying for is still right for you.

Call Jonathan York on  07 578 3863 for a free, no obligation audit of your insurance policies.


  • Last updated on .

The information on this site is intended as a guide only. The information is of a general nature and does not and cannot ever constitute personal advice.
Copyright © 2012-2022 Bay Financial Partners Limited  | All Rights Reserved