N ot sure where to start with this this financial stuff? Scared to think about it and prefer that the topic would just go away?
You are not alone! Planning for our long term future reminds us of our mortality - something we'd rather not be reminded of. The alternative, to not plan is no real alternative. We all know this instinctively. Not planning to be financially independent leaves only one, sad, alternative - being financial dependent in an uncertain world.
Our long experience working with clients covering the stages of a typical career has proven many times that the hardest step in making a financial plan is the first one.
To help with this we have developed a comprehensive Financial Health Check.
This service is 100% Free.
We will not use any information to contact you if you indicate you are not interested in future services.
The questions are designed to help us get a picture of your goals and your profile as an investor.
Please add as much extra information as you wish – the more we know the better we can help you.
You can complete the Free Financial Health Check in a number of formats:
Click the link below to download the PDF file. Once completed please SAVE the file in your name. Once saved please email the form to Trinity Holdings at nigel@trinityhi.com
Click the link below to complete the online form as a MS Word document. Once completed please submit the form, email it to nigel@trinityhi.com
