GSL Financial Consultants Ltd
The 12 Point Financial Health Check
- Your Issues
- An update by you on issues requiring attention
- Strategic Review
- An update by your adviser on recommended changes to strategy
- Investment Review
- Looking back on the past 12 months performance
- Investment Action Plan
- Looking forward and implementing changes to investment strategy
- Debt Review
- Reviewing your interest rates and debt structuring arrangements
- Taxation Update
- Reviewing opportunities and threats arising from changes to taxation law
- Pensions Update
- Reviewing opportunities and threats arising from pensions law
- Insurance Review
- Providing a check on current levels of cover and policy terms and conditions
- Estate Planning Review
- Ensuring your estate planning wishes are currently legal and valid
- Removal of Hassle
- Sorting out any relevant paperwork that confuses you
- Family Review
- Discussing any financial issues affecting your family
- Professional Update
- Providing professional updates to your accountant and other advisers
