Title Description
Your Concerns Discuss any concerns you have about your money
Financial Plan Review An update on progress made towards your goals and recommended changes to your Financial Plan
Investment Performance Review Assessment of the last 12 months investment performance
Future Investment Strategy Review Looking forward and implementing any changes to the investment strategy
Debt Review Reviewing your interest rates and debt agreements
Taxation Review Reviewing opportunities and threats created by changes to taxation law
Pensions Review Reviewing opportunities and threats created by changes to pension law
Personal Insurance Review Providing a check on current insurance cover – policy type, level of cover and trust arrangements
Business Insurance Review Providing a check on current insurance cover – policy type, level of cover and trust arrangements
Estate Planning Review Ensuring your estate and legacy plans are current and legally valid
Professional Update Service Providing updates to your Accountant, Solicitor and other Professional Advisers as required
Your Feedback Your thoughts on what’s working well and where we can improve