The Twelve Point Financial Health Check
1. Your Issues
An update by you on issues requiring attention
2. Strategic Review
An update by us on recommended changes to strategy
3. Investment Review
Looking back on the last 12 months performance
4. Investment Action Plan
Looking forward and implementing any changes to investment strategy
5. Mortgage & Loan Review
Reviewing your interest rates and debt structuring arrangements
6. Taxation Update
Reviewing opportunities and threats created by changes to taxation law
7. Pensions Update
Reviewing opportunities and threats created by changes to pension law
8. Insurance Review
Providing a check of current levels of cover and policy wording
9. Estate Planning Review
Ensuring your estate planning wishes are current and legally valid
10. The ‘Remove the Hassle’ Service
Sorting through any paperwork received that confuses you
11. Family Review
Discussing any financial issues affecting your family
12. Professional Update
Providing professional updates to your accountant and other advisers
Can you spare a moment for your future?
Download a form today!
Do you have any questions?
We can give you advice before filling in the form, if you contact us. We’re happy to help!