Free Financial Health Check Clinic: Autumn Budget Edition
We are excited to offer free, face-to-face Financial Health Check Clinics in 2025. These sessions are designed for anyone looking for an informal chat with one of our qualified financial planners about your retirement goals, or any other financial concerns.
Your next Financial Health Check:
Wednesday 10th December 2025
December’s Financial Health Check will focus on helping you understand the key takeaways from the Autumn Budget 2025 and how they may affect your personal finances, pensions or retirement planning.
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:
We look forward to helping you achieve your financial goals!