FINANCIAL ADVISOR · PRU LIFE UK

Plan for what
matters most.

Clear, personal conversations about protecting today and preparing for tomorrow.

PERSONAL GUIDANCE
AT YOUR PACE
BMYOUR GOALS.
YOUR NEXT STEP.
Beverly Mae
Cabrera-Pangilinan
01 06
THOUGHTFUL GUIDANCEPERSONAL CONVERSATIONSNO-PRESSURE FIRST MEETING

A good place to begin

Every plan starts
with a conversation.

Beverly welcomes thoughtful conversations about financial protection and the goals that matter to you. Her consultation begins with listening, then reviewing options together at your pace.

Biography awaiting Beverly’s approval.

Get to know me
B.

Make space for what matters.

Support for your next steps

Guidance shaped
around your goals.

We can start with a question, a goal, or a simple conversation about what matters to you.

01

Financial
Protection

Discuss protection priorities and review options suited to your needs and circumstances.

↗
02

Health Protection
Planning

Explore health protection considerations and understand the terms of available options.

↗
03

Future and
Savings Goals

Talk through future goals and learn about options that may support your plans.

↗

The first conversation

Good advice
begins with listening.

A simple, clear process gives you room to ask questions and decide what feels right for you.

  1. 01

    Understand your needs

    We talk about your priorities, questions, and current plans.

  2. 02

    Explore suitable options

    Review possible approaches and discuss their costs and terms.

  3. 03

    Review your next step

    Take time to consider what you learned and decide how to proceed.

A record of milestones

Recognitions
along the way.

Milestones and qualifiers shared by Beverly.

YOUR NEXT STEP

Let’s start
with a conversation.

Send a note or call Beverly to begin. Your first conversation is a chance to share your goals and ask questions.

BMYOUR FINANCIAL ADVISORBeverly Mae
Cabrera-Pangilinan
Pru Life UKpluk.beverlymaecabrera@gmail.com0905 420 3398