Free Financial Health Check

Our Free Evaluation Uncovers Opportunities to Improve Your Fiscal Wellbeing and Secure Your Financial Future. Discover your financial wellness today!

How Healthy Are Your Finances?

Your financial health is just as important as your physical health – and just like a regular check-up with your GP, it’s worth reviewing your finances to make sure everything’s in good shape.

Our Free Financial Health Check helps you understand where you stand today, what’s working, and where there might be gaps. Whether you’re planning for the future, saving for something big, or just want to feel more in control, this is a great place to start.

What You’ll Get

  • A clear picture of your current financial situation
  • Practical tips to help improve your financial wellbeing
  • Guidance on areas like pensions, savings, insurance, and protection
  • Personalised, jargon-free advice – no pressure, no sales chat

Why It Matters

Most people have a mix of financial products – pensions, savings, insurance – but no clear strategy tying them all together. We help you connect the dots, so your money is working for you, not just sitting still.

How It Works

  1. Fill in a few simple details – it only takes a few minutes
  2. One of our advisers will review your answers
  3. We’ll come back with insights and suggestions tailored to you

And don’t worry – there’s no cost, no obligation, and no pressure to take things further.

Start Your Free Financial Health Check Today

Take control. Get clarity. Feel confident.

Start Now

Debt Management

 

Discover strategies to manage and reduce your debt, helping you take control of your financial future.

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Will and Power of Attorney

 

Get your will and power of attorney sorted to ensure the right money goes to the right people at the right time.

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Investments

 

Put your cash to work, to ensure your financial future.

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Budgeting

 

We have a few tips on how you can manage your spending, based on the information we have collected about your income and how much you spend.

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Protection

 

Ensure you and your loved ones don’t struggle financially if you were to fall ill or die.

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Mortgages

 

Get the best deal on buying a house or remortgaging an existing loan.

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Emergency Savings

 

Build up a pot of accessible cash savings for emergencies, like a broken boiler, to avoid derailing your plans.

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Pension

 

Plan for a comfortable retirement by learning about pension options and building towards a rewarding retirement.

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Retirement

 

Get ready to retire and fund your lifestyle when you stop working.

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Welcome,

Let’s get moving with your financial plan!

You can access your documents here.

File Name Date Time Actions
Guide to Personal Protection 01/01/2024 09:00 Download
Smart Money: Annual Budget 2024 01/01/2024 09:00 Download
Smart Money: Financial Planning During Divorce 01/01/2024 09:00 Download
Smart Money: Managing Financial Pressure in your 50s 01/01/2024 09:00 Download
The Financial Circumstances are always changing. Over some time some factors like changes in tax regulations, fluctuations in income, inflation and changes in government policies impact assessing our financial position. So this ongoing review is essential for prudent planning and securing our future
What is the objective of a financial review?
A financial review offers invaluable insights into your financial health, pinpointing strengths and areas for improvement. It empowers you to make informed decisions, optimize your financial strategies, and align them with your goals
What is the duration of a financial review?
Your initial 20-minute call with one of our experienced Client Relationship staff will capture the essential details we need. Depending on the complexity of your situation, we may schedule additional consultations.
How can our financial experts help you?
We begin by thoroughly reviewing your current financial standing – examining your income, assets, liabilities, insurance coverage, and investment portfolio. The goal is to determine whether your existing provisions are well-suited to support your plan’s expectations.
What are the Benefits of financial review?
A financial review offers invaluable insights into your financial health, pinpointing strengths and areas for improvement. It empowers you to make informed decisions, optimize your financial strategies, and align them with your goals.
What is the cost of the review?
Our reviews come with no strings attached and are completely free of charge to you. Should our review lead to advice or recommendations, rest assured, that we’ll transparently outline any associated fees before you commit to any further steps.
How frequently should I conduct a review?
Considering the rapidly evolving landscape, we strongly recommend that our clientele undertake a comprehensive assessment on an annual basis. This will help out to know the current position of your financial status and make necessary future planning decisions.

To secure your complimentary financial health evaluation, please do not hesitate to contact us at email: hello@accountsdirect.uk

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