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?
