In this podcast episode, I discuss how essential it is to take a regular overview of your finances and investments to identify if progress is continuing in line with your plan and your expectations.

Key Takeaways

  • Having a financial review is a great way of taking a fresh look at your situation to see if circumstances have altered your money or, indeed, your own requirements and expectations.

  • Examine your investments, assets, individual funds, shares, changes in risk and altered investment goals in detail.

  • Consider your overall financial situation, your desired length of investment, your investment plan, investment diversity and available tax allowances.

Get In Touch

If you would like to arrange a financial review, get started with a free 30 minute call:

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TT Wealth July / August 2024 Newsletter
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