Financial Health Checks

We all go about our daily lives and will often make purchasing decisions daily whether that’s for the chocolate bar at the corner shop or something more valuable like a new vehicle or even a new property and it goes without saying that we need our finances to work in the short but also the long term.

When we make these purchases we are also using a part of what finances we have built up and often it is hard to ensure that we spend less than we earn which is where financial planning comes in. What is a financial health check? Put simply it is utilising the skills of a financial expert to look at your current situation and offering advice on how you could make your money work better for you.

Here at Corcillium Wealth Management we will often find a number of areas where our clients money can work better for the whether that is in investing, tax planning, retirement or even pensions. Whatever your specific needs we offer a financial health check and will ensure that we do our very best to understand your situation and give advice based on your plans for now and the future.

Fancy a no obligation financial health check? Why not get in touch today and start the ball rolling after all you have nothing to lose in finding out.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.