Our Top 3 tips in regards to The Sunday Express on ‘getting financially fit’:

  1. Get financially organised so that all statement, trusts, wills and other documents are collated. Check the executors to the will know where it is and how to access. Consider holding securely online so it is accessible and up-to-date.
  2. Shop around for all “rate-driven” financial products.
  3. Have an investment strategy, you understand and that takes care of rebalancing the asset classes. Review regularly with your investment coach.