Tel: 01384 293578




The Redlake Consultancy
(Kingswinford) Ltd.
is directly regulated by the Financial
Conduct Authority.

Everyone Should Have a Financial Health Check!

The most effective financial planning comes with understanding our clients’ needs and their plans for the future. To do this, we need some basic information and then arrange a face-to-face meeting, where we can discuss some of the financial options you should consider. Only after talking to you, can we recommend a financial plan that is right for you, your family and your business.

But first, we need a little information about you and the areas you would like help with. Our financial health check will only take a few minutes. There’s no need to dig out old insurance policies or bank statements and, of course, everything you tell us is strictly confidential.

Free Financial Health Check

We have divided this health check into two parts: First about you. Then, if you require business advice, please complete part two.
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1. About you  Male Female  
How old are you? Under 30 30 to 55 Over 55
Are you married or living with a partner? Yes No  
Is your partner Working Retired Other
Are you or your partner planning to retire in the next 5 years Yes No  
Do you have any children who rely on you for financial support? Yes No  
No of children    
Do you have a mortgage? Yes No  
Have you saved for a rainy day? Yes- we have some savings
No - we would struggle 		 

What about your borrowings - including loans, credit cards etc?		  
We don't have any outstanding debts.
We are up-to-date with any loans.
We are having problems with our borrowings.
If you died, would your dependants have enough money to live on? Yes No I'm not sure
Would you have enough money to live on if you were ill and lost your job? Yes No I'm not sure
Apart from the State Pension, are you prepared for retirement?

 Yes, we have planned ahead
No, we have no other pensions
       
2. About your Business      
What is your position in the business? Owner Partner Director 
What is the nature of your business?         Manufacturing Service Other
What is your approximate turnover? Under 100K    
100K to 500K    
500k to 1 million    
Over 1 million
 
Have you planned for your retirement? Yes No  
Do you have any company protection? Keyman insurance
Company pension
Company insurance
Have you a director share purchase scheme?            Yes No  

Thanks for your patience.  For a reply to this health check just fill in the details below:		  
Name
Tel
Email