Direct Financial Solutions LLP is Authorised and Regulated by the Financial Services Authority (FSA).
FSA Number: 458359

Direct Financial Solutions

The 12 Point Financial Health Check

Your Issues - An update by you on issues requiring attention
Strategic Review - An update on recommended changes to strategy
Investment Review - Looking back on the last 12 months of performance
Investment Action Plan - Looking forward & implementing any changes to investment strategy
Debt Review - Reviewing your interest rates & debt structuring arrangements
Taxation Update - Reviewing opportunities & threats created by changes to taxation law
Pensions Update - Reviewing opportunities & threats created by changes to pension law
Insurance Review - Providing a check that current levels of cover are adequate and cost effective
Estate Planning Review - Ensuring your estate planning wishes are current & legally valid
The Remove The Hassle Service - Sorting through any paperwork received that confuses you
Family Review - Discussing any financial issues affecting your family
Professional Update - Providing professional updates to your accountants & other advisers