1. Request your health check
2. Agree a time with the IFA
3. Discuss your questions (meeting or phone)
4. Rate your experience
Your financial health check will be free of charge. The health check gives you the opportunity to discuss general questions, and identify what steps, if any, you should take. It would ordinarily take around 30 minutes. To get the most possible from your health check, have ready a summary of your financial situation (savings, debt, incomings, outgoings) and future plans.
If the IFA identifies any areas that require more detailed attention, they will be able to provide you with a clear price and proposal. There will be no obligation to continue with that proposal.
IMPORTANT NOTICE: The services on this webpage are provided by VouchedFor.co.uk, the UK's leading site for rating and reviewing independent financial advisers. Once you have requested a free financial health check, we will pass your request to an IFA who has agreed to offer VouchedFor users a free initial discussion. It will be the responsibility of you and the IFA to ensure the health check is conducted. This offer is subject to availability, specific IFAs may become unavailable depending on demand. If the IFA is unable to fulfil the health check, where we are notified, and where you have given us permission, we will endeavour to find a suitable replacement as appropriate. While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this service is subject to our terms and conditions.