Kickstart 2022 with a Financial Health Check
First of all, we would like to wish you a prosperous and happy 2022!
Be it a wishlist for our personal goals or career progression, the new year provides a perfect opportunity to plan for the year ahead. An often overlooked annual consideration is the undertaking of a yearly health check to make sure that our finances, pensions, mortgages, protections and investments are working as effectively as possible.
As with our physical health, an annual check up comes highly recommended & so to our finances are no exception.
What is a Financial Health Check?
In many ways a financial health check is like an annual visit to your GP.
Whether you have a specific investment goal, want to take out a new mortgage, consolidate your pensions portfolio or simply want to take stock of your overall financial situation, a holistic review of your finances can help you ensure that your assets and finances work in the most efficient way to support your goals.
A financial health check is an essential and helpful tool that allows you to take control, monitor and ensure that your finances work for you.
Book Your Complimentary Health Check
Our complimentary financial health check is designed to give you a complete financial check-up. It will diagnose the areas of your finances that need attention and provide you with options to improve your financial future.
The health check reviews 5 key areas: How much emergency cash you need, investments, liabilities, protection and pensions. The tool doesn’t take long to complete and you can save your progress as you go – Click here to get started!
Have a Financial Query? Check out our Comprehensive Knowledge Base & Blog
Whether you are developing an investment portfolio, applying for a mortgage or consolidating your pensions – the finance world can often appear difficult to navigate.
As one of the UK’s only digital Independent Financial Advisory firm, Fintuity’s goal is to help level the financial advisory playing field though cutting edge technology – a key part of that is the availability of compliant information and advice. As a part of this drive to promote access to financial advice for all, Fintuity has released the Knowledge Base.
Updated every week with new articles and useful information, the Knowledge Base is designed to provide answers to many of the frequently asked financial questions and covers the following key areas:
- Investment Types & Associated Risks
- Pensions and Retirement Planning
- Life Assurance and Protection
- Income, Savings and Personal Taxation
- Financial Advisory Processes
- Types of Advisers and Client-IFA Relations
- Financial Advisory Regulation and Points of Recourse
Before speaking to a member of our IFA team, we would encourage you to check out the Knowledge Base as well as our bi-weekly blog articles for any useful information.
Introducing Fintuity – The UK’s Digital IFA!
Fintuity is like a traditional IFA, only we are an online adviser which means we can offer a more cost effective, time-sensitive and flexible service! We offer the full range of IFA services via our digital platform, at below industry rates and at your convenience. Please do not hesitate to get in touch to see how we can assist you.
Please Note: All information, references and dates included in this article were accurate at the time of publishing.