FINANCIAL HEALTH CHECK
Putting your finances on a firm platform
When it comes to your financial planning, having the right plan in place is so important. My Free Financial Health Check is designed to help people at every stage of life with their financial planning and make the right decisions with their money.
As part of the service, I’ll take a proper look at all your financial arrangements, before making sure they’re right for your current circumstances and future goals. Where appropriate, I’ll then provide you with honest, no-obligation recommendations about the things you can do to help maximise your wealth, protect your family and plan for the future.
Having a valid, up to date will is an essential part of any financial plan – and it’s never too early to make one!
I can refer you to a specialist Will writer to help
ensure you have the right arrangements in place, providing the security and peace of mind that comes from knowing your chosen relatives, loved ones and friends benefit as you want them to in the event of your death.
*These products are not regulated by the Financial Conduct Authority and we are not authorised via PRIMIS Mortgage Network to advise on them However, we can introduce you to an authorised and regulated Financial Adviser who can provide you with the specialist advice
For most people, the state pension simply isn’t enough to enjoy the lifestyle they want in retirement. Providing an honest assessment of your existing arrangements and policies, I’ll help you plan for the future and make the right decisions when it comes to aiming to maximise retirement income. Where appropriate, I’ll then put you in touch with my trusted pensions adviser.
Trusts can be an effective way to protect your wealth for the benefit of your family. Examining your current circumstances, financial affairs and future goals, I can help you to structure your assets in a tax effective way, to help maximise the value of your estate.
HM Revenue and Customs practice and the law relating to taxation are complex and subject to individual circumstances and changes which cannot be
GET IN TOUCH
Whatever your mortgage and insurance requirements, I’m here to help. For further info, or to book a free meeting, please complete the enquiry form below and I will respond quickly.