Financial Health Check
Ashmax | Independent Financial Advice
If you answer 'No' or 'Not Sure' to any of our questions in the Personal or Business Health Check, complete the required details at the bottom of the questionaire to benefit from our Free Initial Financial Review. We will contact you to arrange a telephone or face-to-face appointment with one of our independent advisors, explaining the whole process and answering any questions you may have.
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Any recommendations will be put into writing once we have understood your needs and objectives and any fees or costs to proceed will be made clear.
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There is absolutely no obligation to proceed with any recommendations we make.
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New Customer Journey
1. Complete your free initial financial health check
2. Claim your free, no obligation, financial review
3. Review information about our Terms of Engagement & Client Service Agreement
4. Come on board as a new customer of Ashmax Associates