Five Reasons for a Financial Review

Five reasons why you should have a financial review

  1. To make sure your investments are in the right area based on your risk appetite:

  2. You should have your pension plans reassessed regularly (once a year) to ensure they are appropriate for your current needs.

  3. If your pensions were set up before pension freedoms in 2015, you will want to be sure they are giving you the additional benefits created by that change in legislation.

  4. To make sure your investments are held in the right name and under the right ownership, especially in the event of your premature death.

  5. To assess the taxes due on your estate should you die.