Heddon Business Centre
Towne Gate
Heddon on the Wall
Newcastle
NE15 0DT
m: 07885 907408
e: jonathanyeend@thinkpositive.co.uk

What we do - Personal Solutions

Financial Health Check
Are you in financial disarray, confused or simply haven’t looked at things for a while? Let us put your house in order with a comprehensive overview of your monetary affairs.

To kick start this process, all we need to do is have a frank and honest discussion about your short, medium and long term financial goals. For instance, you may be thinking about your retirement or considering the purchase of an investment property; Or perhaps you’re concerned about the financial impact of ill-health or death on you and your family’s lifestyle; It could be that you want or need a better rate of return on your cash deposits and want to explore your options.

Whatever it is, our role is to help you understand where you are now and to explore with you possible alternatives and solutions.

If required we can also carry out a comprehensive assessment of your risk profile (in other words we find out how adventurous you’d like to be with your investments!) and then we create an action plan - suited to your present circumstances and aligned with your future goals and ambitions - so we can get you back on track.

The value investments and the income they produce can fall as well as rise, you may get back less than you invested.