During this stage of the quality advice process we will:
- Look in detail at your assets; these typically include
- Your home
- Your Investments
- Bank and Savings accounts Pension plans
- Look in detail at your liabilities; these typically include
- Your mortgage
- Other loans
- Credit card debt
- Hire purchase arrangements Overdrafts
- Help you understand what your “net worth” is
- Look in detail at your tax status and how tax effective solutions could benefit you
- Establish how each position can be improved