Supporting your financial future

Navigating the complexities of today’s financial world can be challenging, but spending a little time reviewing your finances can save you a significant amount of time and money later on.

As a customer of Braemar Finance, we are pleased to offer you a complimentary, no obligation, personal financial health check with Close Brothers Asset Management, our sister company.

What is a financial health check?

• A 60 minute assessment of your current financial position in line with future goals, and led by a local Close Brothers financial adviser who is experienced in advising on the specific needs of a business owner/ company director.
• The financial health check can be held at your office, your home or due to the current Covid-19 environment, via a telephone or video conference facility.
• It will look at the main areas of your financial health in order to provide you with clarity and identify key areas of risk, and where you would benefit from advice.
• You will then receive a detailed explanation about how the Close Brothers financial planning service could help you.

What will it cover?

Your individual financial health check will cover a range of planning considerations that include:

• Business Succession Planning
• Business Disposal Planning
• Retirement and Pension Planning
• Wills and Estate Planning
• Mortgage Advice

It will also enable you to ask questions such as:

• Is my business sufficiently protected for any future uncertainties?
• Have I considered all financial aspects of a potential business disposal?
• Do I need to revisit my own personal financial goals alongside my business?
• When is a good time for me to retire?