Kellands Financial Planning Checklist

Lockdown 3.0 means we are all having to spend more time at home, so why not use some of your downtime to put your basic ‘wealth planning’ house in order?

These unprecedented times have led the Government to ask us all to remain at home in order to stay safe and protect the NHS for a third time, and despite the positive progress being made with the vaccination programme, we are not out of the woods yet.

The Covid-19 outbreak has caused a lot of uncertainty for all, as well as financial difficulties for many who have been furloughed or worse. It has certainly made us think about some of the big financial questions afresh, such as when to retire, having enough to live off when you do retire, ensuring your family are provided for should the worst happen to you during this pandemic, and what to do with your estate?

After the market volatility of last year, many of you should perhaps be looking to review your overall investment portfolio. If that is the case, get in contact with us for some expert financial advice.

However, we should all be checking out the basics of our financial plan as well. The financial checklist below outlines some of the things you should be considering. Please feel free to read or download it. If you need any help with your financial planning, please do not hesitate to contact us.

Download financial checklist article

< back to News & Views

News Feed

16/4/2024

Birmingham Airport flights disrupted by incident

West Midlands Police says the airport has now reopened as there is no wider risk to the public.

News & Views

April 15, 2024

Approaching retirement? How to get your pension in shape first

Five options to consider to help boost your potential retirement income.
Read more