Spotlight Review Service

By: Personal Financial Designs  05/01/2011
Keywords: investment, financial advice, financial planning


Our Spotlight Review Service will provide you with a clear and simple summary showing you which parts of your financial position are strong and which require further development.  

Spotlight provides an assessment of 7 key areas of your finances namely:

  • * Cashflow
  • * Risk
  • * Debt
  • * Investment
  • * Retirement
  • * Legacy planning
  • * Long term care


We call these the “Focus” areas and at any given time in your life, one or more of these areas will hold greater priority for you than others.   The Spotlight Review will show you the path you need to take to achieve your objectives.

Keywords: financial advice, financial adviser, financial planning, inheritance tax, investment, pensions, Personal Financial Planning, retirement