Financial Review?

Financial Review?

  • Why do i need a financial review?
  • How much will it cost?
  • What does that entail?
  • How long will it take?
  • Where do I have to go?

Just some of the questions we are asked on a daily basis about reviews. Here are the answers to all of these with some interactive questions to answer.

Why do I need a financial review?

Answer our Nine questions below to see if you need a Review

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If you answered anything but YES you probably need a Financial Review.

How much will it Cost?

We offer a free review.

There will only be a cost when it has been agreed prior to any work being done following a financial review.

What does a financial review entail?

Basically it is a snapshot of where you and or your family are now. Where you want to be. The best way of getting you to where you want to be.

Some would call it a wealth check. We go through all protection policies, savings, pensions, mortgages, investments, Wills, Trusts, emergency fund and income expenditure.

How long will it take?

The average review takes any where from 45 minutes to a couple of hours depending on the complexity of your finances.  This can by agreement then lead on to further meetings to discuss the best way forward and then to put in place  solutions.

Where do I have to go?

The Review meetings can be at our offices or at your office or Home. It really depends on what suits you best.

Many clients prefer home visits as all their paperwork is to hand.

If you would like to talk about whether you need a review call Mark or Don on 0117 9596503 or contact us from this website.

We cover Bristol and the South West

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