Financial Health Check

The start of our process is the Financial Health Check which clarifies your current situation.

  • What growth have I received on Investments and Savings to date?
  • Who is taking care of my Savings, Investments and Pensions?
  • Are they being properly monitored?
  • Will I have enough income in retirement?
  • If I cannot work, who will pay the bills?
  • If I die, what financial security do I have in place for the family?
  • Will the Tax Man take more from my estate than my family will receive?