Coronavirus has certainly made us all focus on our health. Perhaps like me, you are spending more time exercising and thinking about the food we eat; our well-being is top priority. However, an area of wellbeing that tends to be neglected is ‘Financial Wellbeing’.
We strongly believe that ‘financial wellbeing’ provides the key to the other areas of security. Removing or lessening the stress caused by money, can open the door to full enjoyment of everything else in life.
So how do you do boost your Financial Well-being?
A good exercise is to dig out all your policies and plans. Ask yourself why you bought them in the first place and what they do. You may find that family protection policies were taken out as a result of having a mortgage or something similar. They may not now be fit for purpose due to changes in circumstances, such as getting married, living with a partner or having a family.
The next step is to identify where there are gaps or shortfalls. This is where we can help you by reviewing the polices and plans that you have, and explaining how they work and whether they are still suitable.
If you own your own business, there could be ways whereby you can pay for your family protection in a more tax efficient manner. To make this exercise really easy for you, we are offering a free protection healthcare check for you, your family and, if applicable, your business. We’ll help you understand where you are in financial terms and how you can ultimately boost your Financial Well-being.
Please call 01228 711888 to book your place, and visit our Protecting you and your family page for more information.
David Allen Financial Services (Dalston) Limited is an appointed representative of Network Direct limited which is authorised and regulated by the Financial Conduct Authority. Company Number 4030020. Registered in England and Wales.
5 August 2020
21 July 2020
14 July 2020
15 June 2020
6 January 2020
10 June 2019
31 May 2019
7 March 2019
11 February 2019
2 November 2018
We want to keep you up to date with relevant news, information, advice and changes which might impact you or your business. To ensure you get the latest updates delivered directly to your inbox, sign up to our e-bulletins below.
Available to download on iOS and Android by visiting the links below.
Unique access code: DavidAllen