Your Financial Health Check

This provides an overall review of your financial health, looking at:

1.  What’s coming in – salary, bonuses, dividends, rental income

2.  What’s going out – household, travel, lifestyle, holidays

3.  Assets – savings, investments, pensions, buy-to-let properties

4.  Liabilities – mortgage, car finance, credit cards

5.  Insurances – life insurance, income protection, critical illness cover

By the end, you’ll have a clear understanding of where you stand financially.

Financial Questions

It helps to answer the important questions, things like:

….  Am I saving enough?

….  Can my pensions and investments be improved?

….  Will I be okay if something goes wrong?

….  Can I reduce my tax bill?

The outcome of your financial health check will provide you with a really clear picture of your current financial position.

You’ll then move to Step 2: Your Financial Life Plan

Contact us

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