What does a financial Health Check involve and why should you have one?
Knowing how healthy your finances are can help you work out what steps you need to take to achieve your financial goals.
At RPGCC we appreciate that everyone has a different financial journey ahead of them and that a one size fits all approach to financial planning simply does not work!
Join us at our free webinar on 22 May when Matt King and Christian Lovelock will be taking a look at our step-by-step financial health check and setting out how this short review of your finances might benefit you and your family.
During this session Matt and Christian will be asking numerous questions including:
Are you sure that your investments are tax efficient?
Are you using all your available allowances?
Do you have a Will or Power of Attorney in place?
Have you set aside a sufficient cash buffer?
Is your family protected in the event of ill health?
Are your investments suitable and are you on track to achieve your goals?
We hope you can join us on 22 May when Matt and Christian will be answering these questions and more.
You can register to attend this free webinar here
