Qualified advisers answering your
Financial Questions
call 0800 092 1245

Getting the most from your 30 minute Financial Health Check

Did you know that here at we offer all those who visit our website a 30 minute free financial health check, completed by a fully qualified financial adviser?

No? Well, here at towers we think our 30 minute free Financial Health Check is a perfect opportunity for you to talk to a qualified financial adviser on your key financial issues, such as savings, investments, mortgages, income protection and pension planning. The aim of the 30 minute Financial Health Check is to enable you to focus on and address those areas that most require attention within your financial situation.

We know how hard it can be to talk to someone in a bank about financial help or find a financial adviser available at a time when you need them, that’s why we think our 30 minute free Financial Health Check, which takes place over the phone at a time convenient to you, is ideal for those looking for answers to their financial questions*.

We think this is such an exciting thing to offer, and works best if you really utilise the 30 minutes as much as possible.
Here are a few things to think about before you start.

Why do you want a financial health check?

Are you just curious to find out ways to improve your finances, or do you have a specific topic you would like to cover? Our advisers will be happy to discuss your mortgage, pension plans, savings and investments and insurance.

Do you want to cover your specific topic?

Are you just looking for general advice, has a friend mentioned something you didn’t know about or are you struggling with a bill you don’t understand?

What is your end goal?

It is important to think about the future before completing your Financial Health Check. Is your end goal to retire in comfort, to own your own house or to have some money to give to your children when they are older? If we tackle your needs with the end goal in mind, our advisers are much more likely to give you the kind of advice that will help really help you get what you want.

Time to dig out the paperwork

Depending on what you want to talk about it might prove helpful if you dig out relevant documents and paperwork.
• If you would like to discuss your mortgage, it would be helpful to have details of your current mortgage to hand.
• If you need to talk about debt, a list of all your current debts and your incomings and outgoings would be helpful
• If its insurance you need to discuss, details of any current life insurance, income protection, over 50’s life plans or critical illness insurance would help get our advisers started
• If you would like to discuss savings and investments we would need to know about any current savings and investments and how much you are willing to put aside per month.
• If you would like to discuss your pension we would need details of you current pension plan

Obviously, it’s important to be somewhere quiet, where no little ones or prying ears can interrupt you for the full 30 minutes. If you would like to discuss your needs as a couple, our advisers are happy to be put on speakerphone to discuss the issues with both of you.
So, if you are looking for a specific financial question answered, if you would like to save for something special in your life or if you would just like expert, no obligation advice on your financial health, call 0800 092 1245 today.

*Our opening hours are: The Financial Advice office hours are 8:30am to 5pm Monday to Friday. Financial Health Checks are available outside of these times; subject to availability. Booking is essential.
The thirty minute financial health check is provided free of charge by a qualified financial adviser. It will cover you, your money and financial objectives. It may also offer help and guidance that is tailored to meet your needs. If you wish to go further and receive specific advice on products that may be suitable for you, there is a cost for this and this will be explained by an adviser before you proceed.

Share this..

Financial Guides

Financial Calculators

Our useful calculators can help you get your finances in order:

Latest News


Helpful new tax year facts that could affect you and your money

Blog | Seven helpful new 2016/2017 tax year facts that could affect you and your money. Our recent online blog shares a brief outline on how to stay up to date.

Read more

Useful Links

Popular Searches

Please Enter More Details

Enter More Details