Whenever you go to any doctor, he/she will follow the three-part sequence of examination, diagnosis and prescription and we follow the same process with our Financial Health Check.
We will ask you three basic questions:
1. Where are you now?
2. Where do you want to be?
3. What are the best ways to achieve these goals?
Whatever the situation with your finances, it’s good to know where you stand and that you are making the most of what you have
There have been quite a few changes to savings rates, pensions & life & health cover recently so it may be well worth a financial check-up. This will allow us to gain a clear understanding of your financial footing and with this information it will enable our well qualified advisers to look at a wide variety of products and to you with a financial plan that is tailored to your needs and will provide a clear guide to your financial future. There is no stress, no fuss, and certainly no hours of preparation for your Financial Health Check!
Contact Census Financial Planning now on 028 90 668700 to speak to someone about arranging your free, no obligation Financial Health Check.
Chartered Financial Planner
# # #
Census Financial Planning is an independent financial planning practice providing a professional and comprehensive financial planning service, located on the Lisburn Road in Belfast, Northern Ireland.