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