TGN helps people to get ahead with all aspects of their finances. Give George a no obligation call on 029 4367432 to get the ball rolling
Terms + Conditions
Working with TGN Advisers - we focus on our relationship with you being a partnership for the long term
ABout us
TGN Advisers, is a wholly owned and operated subsidiary of TGN Investments Limited, and provides advice on term life, medical, trauma and income protection insurances.
As the publics knowledge of financial matters increases there is a growing expectation that people should have a base level of understanding. In truth the subject matter is so large that knowing 'what you should' is often unrealistic in the face of other modern pressures.
The concept of having a financial adviser is therefore a relatively new one; the idea being, to have someone relieve you of having to know everything yourself. As an advisory firm, our aim is to help you set your personal insurance affairs in order, so you can get on with the rest of your life.
A large part of how we can help revolves around the financial modelling we do. Working with you we enter your information into our proprietary software and develop not just an understanding of your finances, but a picture of how your choices and options might play out over the course of your lifetime, and construct insurance cover accordingly.
We do not charge for an initial meeting and are happy to spend some time with you knowing that invariably a client engagement will find its own level. We always invite people to use us as a resource and have found that doing the right thing comes back to us in one way or another.
our services
As Financial Advisers there are a number of ways we can help. While the list below is included to provide some markers for areas of expertise, it is helpful to understand that where we tend to help people most is by providing clarity and certainty.
Key areas of expertise are:
● Financial modelling and sensitivity analysis
● Personal insurance planning and implementation
other interests and relationships
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engaging with us
An engagement will usually occur at the end of a meeting or discussion, once we have determined what steps should logically follow, and you have authorised us to conduct analysis, write advice, or otherwise take action in some way.
While we do not charge for an initial meeting, once we have been engaged by you, it is important to understand .
It's a two way relationship
doing your part
Every time we give you advice we will likely ask a range of questions about your situation. It is therefore important to help us develop the right thinking and let us know if you have strong views about anything in particular. Our advice is based on this information so it is essential that it is correct and complete. If you think our advice seems wrong for any reason you should let us know as soon as possible so that we may make any necessary adjustments.
It is important to understand that our advice will always be based on a historical picture of your situation. If anything material changes in your world our advice to you might change and to best help you, we would want to know about it.
We are most effective when we can communicate with you. Please inform us of any changes to your contact details such as when you move house, change jobs or adopt new email addresses or mobile numbers.
Please know that we cannot be held accountable for information not received or incorrect information that may otherwise affect our advice or services provided to you.
annual reviews
We encourage an annual review of your situation to ensure our advice remains current and this contact may come in the form of an email, letter or phone call.
It may be that an acknowledgement from you is all that is needed to ensure good order but sometimes a more in-depth assessment is appropriate, with ensuing steps taken by us to implement any required adjustments. Reviews of this nature are typically catered for where we already look after you in some way but where our scope of service is more limited we may have to charge a fee based on the nature and complexity of the work involved.
During reviews we will not consider your wider situation outside of your existing scope of services unless we have been engaged to do so and even where an engagement exists, we rely on you to let us know of changes, or impending changes which may affect our advice.