Financial Planning

 

Whatever your situation it is essential that you are in control of your finances and your monetary affairs.

You may be commencing your first career campaign or indeed approaching retirement. STARTallover recommend that you seek advice and plan carefully throughout your campaign.

 

Consider approaching the following people:

  • Your accountant
  • Your Bank
  • Your Financial Adviser
  • Your solicitor

You may wish to consider the following areas:

  • Pension scheme
  • Life assurance
  • Income protection
  • Private medical insurance
  • Critical illness
  • Mortgage
  • Mortgage repayment protector
  • School fees
  • Investments
  • Car finance
  • Loans
  • Future income
  • State benefits
  • Taxation
  • Will

There is various software on the market to assist personal finance planning, for example Microsoft Money and Quicken.