1 Do you have sufficient health insurance cover in place for you and your family?
2 Would your family have sufficient income to cover expenses in the event of your death?
3 Do you have appropriate cover in place to protect you and your family in the event of you getting a serious illness or having an accident?
4 Are your investments appropriate to your life stage and do they reflect your attitudes to risk?
5 Are your investments suitable diversified to protect you against a sudden shock in a particular sector?
6 Are you making the most of your pension opportunities?
7 Is your mortgage rate competitive?
8 Do you need assistance in organising finance? Commercial, investment or residential?