Free Financial Health Check Clinic 2026
We are excited to continue our Financial Health Check Clinics in 2026! These sessions are designed for anyone looking for an informal chat with one of our qualified financial planners about their retirement goals or any other financial concerns they may have.
Your next Financial Health Check:
W/C 26th January 2026
Our Financial Health Check this month ties in with The CISI’s Financial Planning Week 2026 theme of ‘financial planning through life stages’, and is designed for anyone looking for an informal chat with one of our qualified financial planners about their retirement goals or any other financial concerns they may have.
We can help you:
- Assess your current pension and investments.
- Explore retirement strategies tailored to your goals.
- Answer your questions about savings, estate planning, or tax efficiencies.
Spaces are limited! Reserve your place today.
Where to Find Us:
8 Randolph Crescent, Edinburgh, EH3 7TH
We look forward to helping you achieve your financial goals!