How Global Finance plans to help clients after Covid
The mortgage and insurance advice company, founded by Ajay Kumar, has launched Mortgage Genius Plan, a product to help borrowers in strong positions to capitalise on low rates, and worse-off borrowers consolidate their finances.
The group has offered an "Interest Saver Plan" to clients for several years, though the new product will also help clients recalibrate their financial position if they have lost work due to Covid.
The Plan is a detailed, tailored review of clients' current and future financial positions.
Aseem Agarwal, director at Global Finance, said the adviser company intended to do a deep-dive on customers' finances, rather than looking solely at interest savings.
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