If you are holding a Zurich Vista plan, and have lost contact with the firm or advisor that you were working with originally, we would be more than happy to take over management of your plan with no transfer costs to switch to working with us.
In fact you may well find that the costs associated, with working with us, are lower than they were with the advisor you were previously working with.
As a UK head-quartered, and FCA regulated, financial services firm AES are a truly global, service driven, financial services group that puts its clients first – full stop. As winners of awards from the Financial Times and Sunday Times we operate all over the world, providing cost effective solutions to our client’s financial planning needs.
Our standard practice is to have an initial discussion over the phone. Following on from this discussion we will then arrange to either meet with you at your place of work, home address, at one of our global offices or arrange an e-conference – which ever works best for you.
Please contact us today for an informal discussion about how we can help you.