Free Financial Check List
We can email you a financial check list – in PDF. This covers 7 key areas and asks relevant questions for you to use as a reference point. Pop your details in and one will be emailed over to you within an hour.
Complimentary Financial Report
At Evolution Financial Planning we pride ourselves for standing out and doing things differently, by offering this financial report at no cost to the client!
What will you gain by having this report:
- Clear understanding of any gaps there are in your financial position
- Knowledge if your current provisions are adequate
- Priority plan for any actions which may be required
We offer this service to NEW clients who wish to review their financial situation with no pressure or obligations in place at all.
The complimentary financial report is conducted over the phone, taking around 20 minutes. This report is emailed over to you to keep and use as you wish. We carry out a follow up phone call just to go over the report and explain what it means to your personal situation.
All our advisors can carry out these reports however there may be instances where a specialist is referred to. The areas which are discussed as a whole are:
Emergency Funds – Pension – Estate Planning – Mortgage – Personal and Family Protection – Critical Illness Cover – Income Protection – Business Protection (if applicable) – Health Cover – Building & Contents Insurance –
This would usually cost a few hundred pounds, however our goal is to provide information to more clients, so we feel that charging for it will only reduce the amount of people who would be able to access such a report.
AVAILABILITY – this is open to 5 new clients a week only. To find out your convenient time slot get in touch.
FOR YOUR COMPLIMENTARY FINANCIAL REPORT CONTACT US BELOW: