Lunchtime Live Webinar “Financial Health Check 2020”

In this 30 minute presentation William will help you to answer some of the questions below and give you some takeaway points for consideration. You are invited to submit any questions you may have for the speaker in advance of the presentation. You can email your questions in advance if you wish to Make the most of this presentation by joining online and viewing slides. Park and view while you have lunch!

  • Are you effectively managing your income and expenditure?
  • When was the last time you reviewed your Life Cover ?
  • Do you have Serious/Specified Illness cover in place?
  • Is your Serious Illness cover sufficient to meet you and your family’s needs?
  • Have you sufficient Life cover in place?
  • Have you ever thought about how you would pay your bills should you be unable to work due to illness? After all its your income that pays for everything you do – mortgage repayments etc..
  • Do you have a financial question that you always wanted to ask?
  • When was the last time you reviewed your pension?
  • Have your considered planning for education costs?
  • Have you considered the power of compound interest?
  • What are you doing with your children’s allowance?
  • Do you need mortgage preparation?