ACCOUNTS DIRECT
FREE Financial Health Check
Take Control of Your Financial Future – At No Cost, With No Obligation
Is your money working as hard as it should be?
Life doesn’t stand still – and neither should your finances. Whether you’re planning for retirement, saving for your future, or simply want to make sure you’re getting the most from your income and investments, a free financial health check from AD Accountancy is the perfect place to start.
We offer a completely independent, no-obligation review of your personal finances to help you gain peace of mind, uncover savings and investment opportunities, and build long-term financial security.
Why Book a Financial Review?
Everyone’s financial situation evolves – from changes in employment, income, or family life to shifts in the economy and tax laws. Our financial health checks are designed to:
Give you clarity on your current financial position
Identify gaps or risks in your plans for the future
Spot opportunities to grow your wealth or reduce your tax bill
Provide peace of mind that you’re on the right track
What Does Our Expert Team Do?
Our first step is simple: We listen.
We review your current finances – including pensions, savings, insurance, and any investments – to assess whether they’re still fit for purpose.
Then we’ll:
✅ Check if you’re on course to meet your long-term goals
✅ Identify any financial shortfalls or overlooked risks
✅ Explore smarter ways to invest, save, or reduce tax
✅ Offer tailored, independent advice based on the full market
Quick, Free & Simple
How long does it take?
Your initial consultation will last around 20 minutes with one of our friendly and professional Client Relationship Managers.
We’ll ask a few simple questions to get to know you and gather the basics. If needed, we’ll follow up with a more detailed discussion and then present our recommendations clearly and simply.
What does it cost?
It’s completely free.
There’s no fee for your review and no obligation to take things further.
If we do make any recommendations that involve regulated financial advice or products, we’ll clearly explain any costs involved before you decide whether to proceed.
How often should I do this?
We recommend reviewing your finances at least once a year.
Even small changes in your income, tax situation or family life can have a big impact on your financial plan. Think of it like an annual MOT – but for your money.