Organise your Finances
The Organise your Finances service helps us to pinpoint your financial goals, whether they are personal or family, short- or long-term, by carrying out a financial check-up. We alert you to issues that in our experience need close attention. We help you prioritise your targets and needs and suggest suitable solutions for you.
The check-up you and your Personal Advisor do examines main areas of your finances:
- Financial goals and plans to achieve them
Organising your finances
- Loans and banking transactions
how your finances are organised and managed. We look
at the extent to which your choices so far match your financial goals. We alert
you to issues that in our experience need close attention. With an overall picture of your finances, we can then suggest solutions tailored to your profile and priorities.