23 Lamb Park
Par
Cornwall
PL24 2DR
United Kingdom
Monday
8:00am - 5:00pm
Tuesday
8:00am - 5:00pm
Wednesday
8:00am - 5:00pm
Thursday
8:00am - 5:00pm
Friday
8:00am - 5:00pm
Saturday
Closed
Sunday
Closed
Have you got all of your ducks in a row? Or is it time for a Financial Health Check?
The foundation of a solid financial plan starts with covering your unforeseen risk.
* How long would your household survive if you were unable to work due to accident or sickness?
* Is your life insurance still fit for purpose?
* If you were diagnosed with a serious illness what would this mean to you financially?
*If you are a business owner - have you protected your key employees against long term sickness or premature death?
* Do you have a Will?
* Have you appointed Guardians for your children?
* Is your life insurance written into trust?
* Do you have Lasting Powers of Attorney in place?
* Have you reviewed your mortgage in the last 12 months?
* Is there too much ‘month’ at the end of the money?
* Could you save money across your household bills or benefit from an extra income?
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