Our free financial health check will help you get the most from your pension, savings and investments.

Discover how talking to our advisors can make a difference.

Whether you’re looking for peace of mind, or want to find out something specific, our financial health check can help you take control of your financial future.

The focus is on your needs and goals. Some of our clients need help getting their finances organised, many want education on how to get the best return on their savings and investments, others want to chat specifically about their pension plan. Also, the effect of the COVID pandemic on financial markets means now is an excellent time to review how your current finances have been affected.

No matter your situation or objectives, our team of qualified advisors can help ensure your finances are working hard for you.

Our free financial health check puts you in control.

During our free financial health check, we’ll review your current arrangements, look at investment opportunities and discuss your financial goals. That way, we can recommend the most appropriate options to help you achieve them.

We’ll give you clearly explained impartial advice, giving you more confidence and clarity about your financial future.

There’s no cost, no-obligation, and no catch – just the chance to discuss your finances with an experienced professional.

Contact Us

To arrange a virtual financial health check, call us on 01298 212444 or complete the form below and we’ll be in touch.

FAQs

Why should I review my pensions and investments?

As you get older, usually around your mid-40s to 50s, you should be thinking about what goals you have for later life and retirement, so you can put plans in place to achieve them.

How could a free health check benefit me?

Talking to our advisor will give you a chance to better understand your finances, and any issues you might have from tackling debt to making the most of your savings. You’ll be able to get a clearer picture of your finances, get free and unbiased advice and look ahead and start to plan for the future. People often find it changes the way they think about money, and see it as 90 minutes well-spent.

What do I need to qualify for a free financial health check?

Our free consultation is open to anyone – you don’t need to be a Slater Financial client, or be particularly well-off to qualify. If you’re looking at pensions, we suggest you should have a pot of at least £50k to make the exercise worthwhile.

What information will you need for the consultation?

We want to fully understand you and your financial needs, which means building up as accurate a picture of your affairs as possible. So it would be really helpful if you can have details of any savings, investments, mortgages, loans, insurance or pensions to hand – but if you can’t get them all together, don’t worry.

I contacted Slater Financial because I wanted to take control of my pension planning. The advice I gained was invaluable and so I decided to work with Slater with regular reviews to support fund switching and other investment strategies. My portfolio is showing significant gains and I couldn't be happier.

Mrs T, High Peak

At Slater Financial, we’re here to help you find the solutions to your current and future financial needs.

We’re based in Buxton, so we predominantly cover Derbyshire, Staffordshire, Cheshire and South Yorkshire, but have clients throughout the UK. We’re proud to still offer face-to-face independent financial advice, combined with the latest technology and systems so you can be sure of an excellent ongoing service and outstanding results.

Your satisfaction is our primary objective, so whether you’d like to review your pension, investments, savings or insurances, you can be sure to gain clearly explained, impartial advice geared towards improving your financial affairs, whatever your needs.

*Disclaimer:

The price of shares and investments and the income derived from them can go down as well as up, and investors may not get back the amount they invested. The spread between the bid and offer prices of securities can be significant in volatile market conditions, especially for smaller companies. Realisation of small investments may be relatively costly. Past performance is not necessarily a guide to future performance.

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