What I keep and where I own it

Download the guide

Keeping track of your own assets and financial information can be a challenge as well as time-consuming. 

We want to make sure you are organised. To make it easier we've created a handy checklist available for you to download. 

It gives you space to note down everything from credit cards and loans to holiday homes and beneficiary contact information.

Having a singular document stored makes it much easier for your next of kin to:

  1. not be overwhelmed.
  2. reasonably understand your financial position.
  3. and effectively manage your affairs.

Lastly, this checklist gives you peace of mind that when the inevitable happens, your affairs are taken care of as you would want. 

Download the guide

Contact Us

Please give us a call on 07590 835523 or email us at info@midwinterfinancialplanning.co.uk
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