Health is Wealth
“A regular health check is essential to our well-being and it’s also important to regularly review your financial situation”
We offer a comprehensive Financial Health Check service to both our existing and potential customers.
Our aim is to regularly review our client’s portfolio at least once on an annual basis. This would entail doing a full review of their current arrangements, providing an investment analysis, details of any legislative changes affecting the client’s portfolio and providing the client with some options for consideration.
At our initial meeting, we would complete a detailed fact-find to obtain as information as possible about the client such as personal & employment details, any existing policies, current pension & protection provision, financial goals & objectives, risk analysis etc. On completion of same we would compile a report similar to the above detailing the items discussed, annualizing the clients position and providing the client with options for consideration
Please note: Professional fees maybe charged for certain financial reviews / reports however the client will always be notified in advance at the initial meeting before proceeding.