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FINANCIAL REVIEW
We firmly believe that everybody should take control of their finances and we are here to help you do just that. We review everything you have at the same time so that we can see how it all fits together and where there might be pieces missing.
Even if you had financial advice some years ago but have not kept on top of things you are likely to discover many things that are either no longer appropriate or too expensive. You may believe everything was ‘sorted’ back then but things change.
5 good reasons to get a financial review immediately:
- How long ago did you make your will? Has anything changed since then? If you have moved house, divorced or changed partners, had children, or even just changed job you may find that your will is out of date.
- If you took out life cover when you bought your house, when is the last time you checked to see if it was still competitive?
- We often see clients with a decade’s worth of pension, ISA, unit trust, and bond statements. Do you know if your investments are working or not?
- Are you paying too much tax? The rules change on a regular basis these days so best to keep on top of things.
- Even bank accounts where you simply deposit cash can be losing you money if they are not keeping up with inflation.
A full financial review will cover everything finance related but with a focus on your specific needs and concerns.
Even if you had financial advice some years ago but have not kept on top of things you are likely to discover many things that are either no longer appropriate or too expensive. You may believe everything was ‘sorted’ back then but things change.
A full financial review will cover everything finance related but with a focus on your specific needs and concerns.
5 good reasons to get a financial review immediately:
- How long ago did you make your will? Has anything changed since then? If you have moved house, divorced or changed partners, had children, or even just changed job you may find that your will is out of date.
- If you took out life cover when you bought your house, when is the last time you checked to see if it was still competitive?
- We often see clients with a decade’s worth of pension, ISA, unit trust, and bond statements. Do you know if your investments are working or not?
- Are you paying too much tax? The rules change on a regular basis these days so best to keep on top of things.
- Even bank accounts where you simply deposit cash can be losing you money if they are not keeping up with inflation.
Free initial
CONSULTATION
Speak to an adviser who will assess your objectives, current position, and help you plan a course of action. It’s also an opportunity for you to get to know us before deciding to engage our services. You can ask as many questions as you need. Your first meeting with us where we will discuss the ways in which we might help you is free of charge. Contact us today to book an appointment.
We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with TenetConnect Ltd, and may require us to share it with Radcliffe & Newlands Estate Planning Ltd. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.
Email communications are not secure. For this reason Radcliffe & Newlands cannot guarantee the security of the email or its contents or that it remains virus free once sent.
