Benefits of a full financial wellness consulation
Take control of your financial wellness
Identify any gaps
Get a bespoke action plan
What to expect in your free consultation
- Virtual consultation with one of our Financial Planners
- Full review of your Financial Circumstances
- Gap analysis to show where you can make improvements
- Bespoke Action Plan showing you how to achieve full financial wellness
- Financial Wellness Report sent following meeting
Financial Affairs made everything much clearer for me. Knowing I can turn to them for advice means I can make decisions about my retirement with much more confidence.
The Financial Wellness Calculator is really simple to use and gave me a great summary of where my finances are at. I’d recommend it to everyone so you can find out what you need to change.
I’ve worked with Financial Affairs for many years, I’m so glad I found an advisor I can trust. They helped me source my last mortgage and are now helping me with my insurance and pension planning.
Financial magic! I needed advice to sort out my household finances – my wife and I had numerous accounts between us and we weren’t managing our money sensibly. It was a task I’d put off for years because I was so daunted by it. Wish I’d got in touch with Financial Affairs sooner as I received advice that was clear, precise and very helpful. Would recommend to anyone.
We’re here to help
We’re here to help and answer any questions you may have. Get in touch today to discuss how we can help make you risk resilient and provide financial wellbeing.
The Guide to Risk Resilience During COVID-19
We’ve put together a handy guide to help give you some clarity during this uncertain time. Click the link below to access the guide as a free download and get in touch today to speak to one of our friendly advisors.