Auditing
Your mortgage
1. are you paying the right amount
2. are the endowments likely to mature with the right value
3. if not have to ensured that the debt will be paid off
Associated Protection policies - do you have the right sum assured for the right time term at the best price
(Though we do not actually handle the mortgage but know where to go for the best deal)
Loss of Earnings
If you were to die would your spouse survive on the monies left?