Claim your Free Personal Wealthcheck now!
At Fitch it’s always been our objective to provide great value to prospects and clients alike. And our Personal Wealthcheck certainly does that - whether or not you decide to appoint us. It normally costs £500, but it’s completely FREE of charge for a limited period – and there’s no obligation on your part.
Your Personal Wealthcheck
- We will check your savings and investments*, your tax position, your pension provision – everything, so we can make an assessment of where you are now...
- Then we’ll talk to you about your retirement and business exit plans – everything, so we can make an assessment of where you want to be in 12 months time, in 5 years time, in 10 years time – and how you are going to get there!
- We’ll review your inheritance tax position and determine whether there are more tax efficient ways to make long term provision.
- We’ll review your life assurance and long-term care provisions to make sure your retirement is as comfortable as you want it to be for you and your family.
- Then we’ll put together our thoughts in a comprehensive report – your FREE Personal Wealthcheck
To make an appointment for a FREE Personal Wealthcheck, just complete your details below and press submit, or call 08456 89 902 91. There’s no commitment or obligation, just a great opportunity to discover Fitch and get great financial advice.
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