Annual FINANCIAL HEALTH Check
How to get yourself financially fit for the year ahead, and something you should be doing annually to keep in good financial shape. 00:00 Intro 01:20 Your financial situation 02:44 Financial goals 03:44 Debt 04:41 Taxation / legislation changes 05:18 Pensions 05:57 Protection policies 06:41 Wills and POAs 07:10 Family finances 08:04 Help! 08:50 FREEBIE 09:03 Outro #financialhealth #financialeducation #financialhealthcheck Who Am I? I am a fully qualified Independent Financial Adviser on a mission to make financial advice more accessible to all. Working at Horlock Holdcroft Financial Consultants Ltd, I am qualified to advise in all areas of financial planning including pensions, savings, investments and protection. My Credentials Diploma in Regulated Financial Planning Currently working towards becoming Chartered Follow Me Facebook: / yourifalouisefitzgerald Twitter: / yourifa Instagram: / your_ifa Or get in contact through https://horlockholdcroft.co.uk/contact/ If there are any other topics you would like to to talk about, please let me know in the comments. DISCLAIMERS The content of my videos is for information only and does not in any way constitute advice or a recommendation to act. If you wish to take action based on what you have seen in my videos then please seek independent financial advice first. The aim of these videos is to provide you with factual information only. Investment carries risk and capital invested can go down as well as up - you may not get back the full capital invested. Opinions are my own. Horlock Holdcroft Financial Consultants Ltd is authorised and regulated by the Financial Conduct Authority.
