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Expat Financial Planning - When did you last review your finances?

Fiduciary Wealth Team

When was the last time you treated yourself to a financial review? Most of us will sort out our finances at one point in our lives but how many of us forget to review the policies and plans that we have accumulated as our circumstances change. How many of us set up our pension plan or investment and then never review or monitor the performance of the funds we invest in?  What about your insurance policies? That life plan that covered our first mortgage when we were single might be totally inappropriate now that we are married with a family and a bigger loan.

The point of financial planning is that it is an ongoing exercise and shouldn’t just happen once. Take advantage of a full review of yours or your clients’ financial planning requirements. Don’t you owe it to yourself and your family to review your financial position? For an appointment or to seek financial advice Spain call +350 200 50982 or email wealth@fiduciarywealth.eu.