Whether looking to deal with a specific need or simply have the peace of mind that your finances are in good shape the financial health check will do the job. The free financial health check service is a holistic review with one of our highly trained team.
We complete a detailed fact find before discussing various needs, goals and concerns. Where possible we will try and save or make the employee money, we also work to ensure ensure the most important things in life are adequately protected. Where more specialist help is required, we can refer the staff member to other specialist team members.
All those who participate have access to discounted legal and financial services, including an entirely free of charge will writing service.