What happens to my financial investments?
There is no effect on any of your policies which will remain in place as they are now. For example, should you hold a pension with Aegon, it will stay with Aegon.
Do I need to do anything?
No, we’ll be in touch once the paperwork relating to this change is completed in the background and let you know how you will be affected – there will be no effect on your policies
What if my review is due before the merger is official?
Richard will remain as your adviser until the agreement with Furnley House is in place and will conduct any reviews as normal.
What happens if I want to remain a client of Richard Billington IFA?
Richard will remain as your adviser until the agreement with Furnley House is in place. Richard has kindly agreed to meet his clients along with his employee Matt and a Furnley House Adviser to help explain the transition and how you will be personally affected.