Financial
Health Check

Financial
Health Check

Our 'financial health check' is a free service available to organisations to offer staff as an employee benefit. We can provide employees with a free, detailed financial 'health check' that covers mortgages, protection, tax and estate planning. There is no obligation for individuals to take any advice provided and there's no cost to your organisation to introduce this service.

Adding this remore service to your suite of benefits couldn't be simpler. If this is of interest and you'd like to discuss further, please do not hesitate to get in touch by emailing enquiries@dunham-mccarthy.co.uk
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FOR THE EMPLOYERHow does it work?

The first step is to communicate the availability of the service to employees (we provide a specific webpage that explains the service and allows interested staff to book their initial consultation).

During their initial consultation we review various areas that relate to the individual staff member, this includes mortgages, insurances, wills, pensions, trusts and other estate planning. A follow up appointment is scheduled where we provide a detailed recommendation around any problem areas. The employees can accept or decline any advice given.

All those who complete the financial health check are offered our will writing service without charge as part of the process.
20,000+ EMPLOYEES HELPED
We have been providing legal and financial employee benefits for over 20 years.
NO COST TO EMPLOYEE OR EMPLOYER
For us, this is a great way to meet new clients, there is no cost to the employer / employee.
FULLY QUALIFIED AND REGULATED
We have teams of FCA regulated financial professionals / IPW qualified estate planners.
FREE WILL WRITING SERVICE
As part of the process every employee can make their Will free of charge (usually £130+).
VIDEO OR PHONE

VIDEO OR PHONE

Financial wellbeing consultations with individual staff members can be conducted remotely by phone or video call. We have appointments available Monday to Friday 9am - 7:30pm.
SEMINARS AND EVENTS

SEMINARS AND EVENTS

Our wellbeing team are available to provide seminars and wellbeing presentations remotely (face-to-face events are currently on hold due to Covid 19).
PRE-RETIREMENT

PRE-RETIREMENT

For staff members coming up to retirement we provide an estate planning focused pre-retirement program with free will writing and discounted trust and tax advice.

FOR THE EMPLOYEEThe Financial
Health Check

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.

PROTECTION REVIEW
As part of every wellbeing review we compare hundreds of options from leading providers to make sure that staff have the most competitive cover available.
WILL REVIEW (OR FREE WILL SERVICE)
Everybody should have a Will, that's what as part of the health-check we provide a free will writing service. For those who have already made arrangements, we offer a review service.
MORTGAGE REVIEW
With the help of our mortgage advisors, employees can make sure that they have the most competitive deal available.
ESTATE PLANNING REVIEW
Deeds, trusts and powers of attorney, these are the tools we use to minimise tax, protect assets and help employees plan for the worst.
DEBT / CREDIT REVIEW
When people are struggling with debt it’s more important than ever that they have access to effective advice, together with our partners at StepChange we can help with this.

3 EASY STEPS

STEP 1

Initial Consultation

The first step is to find out more about your current and long term financial needs. This initial meeting takes 30-60 minutes and can be completed by telephone or video-call.

STEP 2

Advice and Recommendation

After researching the market, we are now in a position to present any advice or recommendations. Regardless of whether the advice provided is accepted, there is no fee or cost for the review.

STEP 3

Complimentary Will Writing

As part of each wellbeing review, we offer a legally binding Last Will & Testament. This is provided by our partners at mylastwill.co.uk and includes two ‘Mirror Wills’ worth £130, for those with more complex situations a fully advised service is also available.

Asset Protection

Protect your family in the event of incapacity; make your LPA for Health and Property Decisions.

Income Protection

You put food on the table and a roof over your head. If you can’t work because of illness or injury, who’s going to bring home the bacon?

Funeral Plans

Arrange and pay for your funeral in advance so that the price is fixed, and to make it more simple for your relatives.

RECENT FEEDBACKWe were referred by a relative and so glad that we had our Will’s done with Dunham McCarthy. They were incredibly efficient with every aspect and despite the fact we could not meet in person due to the current condition world wide everything was organised over the phone and on Video Chat via Microsoft Teams.

TRAINEE ELF

RECENT FEEDBACKVery informative, professional and helpful company no pressures to take out unnecessary policies. Video calling worked well and responses to questions either on call or email were swift. Definitely recommend them to others.

KEVIN TAYLOR

RECENT FEEDBACKExcellent service. This was our first will writing experience and we were talked through the process thoroughly and clearly. Mitchell was very patient with my 100’s of questions. Would recommend. Thank you!

LAURA HAYNES

RECENT FEEDBACKCouldn’t recommend this company enough. The whole service we have received from start to finish is exemplary. The process from beginning to end was explained extremely well and communications were open and updates receive regularly. Would recommend to anyone.

KAREN ROUGH

RECENT FEEDBACKTim sorted our wills and poas. He was patient and explained things simply and concisely. Visited us at home. Good price for an excellent service. Would highly recommend.

DIANE O’HARA

RECENT FEEDBACKWe had our Wills done with Dunham McCarthy and I was so impressed with the service I received. Tracey is such a lovely approachable person as well as being professional at all times. Thank you Dunham McCarthy for such a lovely experience

MARIE EVANS

RECENT FEEDBACKFantastic customer service. It was easy to arrange the face to face meeting, we had plenty of communication. The representative was very polite and professional. He was very informative and he was not pushy to sell the added extras.

JAMIE DAWSON

RECENT FEEDBACKExcellent service. The timeline and steps were easy to understand and the sessions were scheduled in good time. The adviser answered all of our questions demonstrating good knowledge about the products & services. Overall excellent and recommended.

HUDA CHAUDHRY
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Barn 1, Dunston Business Village, Stafford, ST18 9AB
enquiries@dunham-mccarthy.co.uk
01785 336222

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Regulated by the Institute of Professional Willwriters. Registered in England and Wales Company Number 08290617. 

Copyright © Dunham McCarthy 2020

Financial Wellbeing Program – Employer

Financial Wellbeing Program – Employer