The Annual Planning Meeting will cover the following 12 Point Financial Health Check, however this is not a restricted list:

1. Your Issues
An update by you on any issues that need attention.

2. Strategic Review
An update by us on any recommended changes to strategy.

3. Investment Review
Looking back on the last 12 months performance.

4. Investment restructure
Looking forward and implementing any changes to your investment strategy.

5. Debt Review
Reviewing your interest rates and debt structuring arrangements.

6. Taxation Update
Reviewing opportunities and threats created by changes to Taxation Law.

7. Pensions Update
Reviewing opportunities and threats created by changes to Pension Law.

8. Insurance Review
Providing check of current levels of cover and policy wordings.

9. Estate Planning Review
Ensure your estate planning wishes are current and legally valid.

10. The Remove The Hassle Service
Sorting through any paperwork received that confuses you.

11. Family/Business Review
Discussing any financial issues affecting your family/business

12. Professional Update
Providing professional updates to your accountant and other relevant advisers.

Through this close contact and continuing financial planning service, you can reap the rewards from our scientific, disciplined and long-term mutually beneficial approach.