One of the Isle of Man’s most respected firms of Independent Financial Advisors has announced that it is linking up with the Isle of Man Post Office in a ground breaking service for Manx residents.
From December, customers using any of the Island’s 25 post offices will be given the opportunity to receive a no obligation financial review from MBL Financial. It is an idea which has been given the full support of the Post Office and is being run as a joint venture project.
The initiative will be promoted through a series of leaflets and posters at each outlet under the slogan “It’s Always the Right Time for Financial Advice”. Anyone needing assistance on key financial issues such as savings, pensions, mortgages, family income benefit, life and critical illness cover and investments can take advantage of the scheme.
The campaign launches officially on Thursday 1st December.
Customers wanting help simply have to provide their contact details on the back page of the in-branch leaflet and either hand it in at the Post Office or post it using the Freepost address. A member of the MBL Financial team will then get in touch.
Founded in 1986, MBL Financial is the largest Isle of Man dedicated IFA firm with over 5000 clients. The Finch Road, Douglas, based Company employs 21 staff, of whom 11 are qualified independent financial advisors, each providing a full range of product advice.
MBL Financial’s Chief Executive David Wilkinson said the Company was proud to be associated with the Isle of Man Post Office on such an important initiative. “Given the current economic climate, we believe it is vitally important for residents across the island to have “open door” access to an independent financial review service. We would stress that this is a no obligation service and our friendly and experienced advisors will be pleased to give a helping hand to anyone who feels they need it.
“It might be about obtaining a mortgage, seeing whether you can get more out of your savings or maybe you are concerned about your current pension arrangements. Whatever the reason, we are here to offer a complete, impartial consultation,” said Mr Wilkinson.
Mr Geoff Corkish MBE MHK the newly appointed Chairman of The Isle of Man Post Office welcomed the introduction of the new service. “We are delighted to have entered into this collaboration with MBL Financial and to be promoting their services to all our customers across the Island. We believe that they will be able to provide an invaluable service to many of our customers who may need the benefit of a financial review at the current time.”
Ends
Thursday 24th, November 2011 03:42pm.