Free Financial Health Check 

When did you last review your financial health? 
The Online Financial Adviser will create a personal financial report detailing your financial affairs - A secure and easy way to access financial advice. 
 
Book a 30 minute online or telephone call today and during your initial online call, our Chartered Financial Adviser will ask relevant questions to complete your financial health assessment form. 
 
 

  Financial Health Check   

A Financial Health Check provides an objective and comprehensive review of your financial situation and will bring clarity, focus and simplicity to your financial affairs. 
 
We believe that financial planning is essential but often neglected. Financial planning can be complex, and we appreciate that it can seem daunting to work out if you are paying too much tax, to keep track of fragmented investments or even to know if you have enough protection in place for your family if the worst were to happen. 
 
 
 
People can spend more time planning a two-week holiday than planning the finances to live their lives. Holistic financial planning means the integration of financial, tax, pension, investment, insurance, and estate information into an interrelated philosophy. 
 
You may not even have a financial plan, or you may have taken advice from several sources independently of each other. Some advisers retire and pass on their clients and some may not offer an online solution for you to manage your affairs 24/7 from anywhere in the world. Whatever your situation, there is an easy way of ensuring your financial arrangements are right for you. 
 
Having a Financial Plan will give you confidence that your retirement, tax, investment, estate, pension planning, savings and insurance strategies are well-organised and meet your objectives. 
During your initial online call, The Online Financial Adviser will run you through a number of questions to fill in your financial health assessment form and answer any questions you may have. 
 
Providing you with a detailed report 
The Online Financial Adviser will check if you are on track with finances including pension plans, life cover for the family, all investment and deposit accounts as well as inheritance tax planning if needed. 
 

Get in Touch for your Free Financial Health Check  

Any news and/or views expressed within this website are intended as general information only and should not be viewed as a form of personal recommendation. 
 
Claims referring to fees are based on the difference in chargeable time typically required for face to face advice compared with remotely-delivered advice. 
 
To the extent permitted by law, Oculus Wealth accepts no duty of care or liability for loss occasioned to any person acting or refraining from acting as a result of any material contained within this article. 
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