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All of our services and Independent Financial Advisers (IFA) are fully FCA regulated and qualified.
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On Your Side
Your experience is paramount to us - we offer 100% unbiased, bespoke and compliant advice with a transparent and upfront fee structure.
What is a financial health check?
Whether you have a specific investment goal, want to take stock of your overall financial situation, review all your assets, set up or consolidate your pensions, take out a mortgage or have other finance related issues you need to review; a financial health check is an essential and helpful tool in allowing you to take control and make your finances work for you.
Making sure your finances are on track
Investments
Investments are a long term consideration – with a financial health check you can work out what is affordable, set goals and help maximise your ROI.
Insurance
Insurance should not be overlooked as it is an incredibly important part of financial planning. A financial health check will help you assess what insurance you need and how much, in case the worst happens.
Mortgage
When taking out a mortgage, a health check is essential. With so many types and rates a health check allows you to work out the size and longevity of your mortgage package.
Protection
You never know what is around the corner and a financial health check will allow you to accurately identify the protection liabilities you may require in case your income is interrupted
20 Minute online call
During your initial online call, one of our qualified financial advisers will run through a number of questions with you to fill in your financial health assessment form.
Once the adviser is familiarised with your financial circumstances, they will guide you through potential solutions to your unique situation and recommend a level of service suited to your needs.
If you decide to proceed the adviser will then analyse and appraise the data collected. They will then prepare a personal recommendation which will be presented to you in the second meeting.
Check-up on your financial health
We will assess your financial health and prepare a bespoke plan with a recommendation to help you make the most of your finances.
Your adviser will check if you are on track with your finances; including pension plans, life cover, investment and deposit accounts as well as inheritance tax planning if needed.
How it works
1
Book your first online meeting
Simply select "Book your free consultation" and pick a convenient time and date to have a preliminary discussion with your adviser.
2
Meet your personal adviser
During the initial fact finding meeting, your dedicated financial adviser will explore all your current and future financial needs and goals.
3
Receive tailored advice
After your initial meeting, your adviser will prepare and present a fully tailored report that will present in detail your financial goals and a plan to achieve them.
