1. Your Issues

• An update by you on issues requiring attention

2. Strategic Review

• An update by your adviser on recommended changes to strategy

3. Investment Review

• Looking back on the last 12 months performance

4. Investment Action Plan

• Looking forward and implementing any changes to investment strategy

5. Debt Review

• Reviewing your interest rates and debt restructuring arrangements

6. Taxation Update

• Reviewing opportunities and threats created by changes to Taxation Law

7. Pensions Update

• Reviewing opportunities and threats created by changes to Pension Law

8. Insurance Review

• Providing a check of current levels of cover and policy wording

9. Estate Planning Review

• Ensuring your Estate Planning wishes are current and legally valid

10. The Remove the Hassle Service

• Sorting through any paperwork received that confuses you

11. Family Review

• Discussing any financial issues affecting your family

12. Professional Update

• Providing professional updates to your accountant and other advisers