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Reviewing Your Assets – The Shacklocks Financial Health Check

Most of us now lead quite complex lives where we accumulate legal and financial arrangements over a number of years with the help and support of various professional advisors or institutions along the way.

There comes a time for many people where they would like to take a step back from those arrangements and have an independent eye review whether those arrangements remain appropriate or whether better alternatives exist. In some cases there may be questions about whether to continue with a long-standing arrangement that does not appear to have great benefit.

In other cases it may be that investment portfolios or legal arrangements such as Wills have become outmoded and need to be brought up to date.

To see how our financial health check can help you to bring your affairs up to date and obtain the best value from your financial and legal arrangements give us a call today to help lift your burdens and transfer them to us.