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When you sit down with a UK Personal Finance adviser you have already taken an important step – you have recognised you need to get your finances in order.

The first stage is for your adviser to find out as much about you as possible. We call this a fact find and it involves collecting details about such things as your income, outgoings and any financial plans you already have in place.

Once your adviser has all the facts he can begin to assess where there is scope for you to save money. This will usually involve looking at your mortgage first as this is most likely your biggest single monthly outgoing.

Having identified potential savings, your adviser will then look at your future financial position. She will then advise you how you can make your financial future, and your dependants’ financial future, more secure by earmarking some of the savings.

Click on the links to see the areas your adviser will look at.

Mortgages      Protection     Investments    Retirement Planning    Estate Planning