Are you on track to reach your financial goals?

These are uncertain times, but with a Free Financial Fitness Report, let’s work it out together

You’ve probably got a lot on your mind right now. Coronavirus has turned a lot of lives upside down, and it might leave you with some important questions to consider for your money and the future. That’s why this could be a really important opportunity to take a look at your finances, find out where you are with your money. And discover if you need to set yourself on a clearer path which could help you to reach your goals.

1. Do you have the right financial foundations?

You just never know what’s around the corner – as the coronavirus pandemic and economic uncertainty has unfortunately demonstrated. That’s why it’s important to think about what could affect your ability to achieve your financial goals. And how you could respond to the unexpected happening – for you and your loved ones.

2. What are your plans for the next few years?

Looking into the not-too-distant future, you probably have ambitions and goals you’ll want to be financially prepared for. A big event like a family wedding, buying a new car, going on a special holiday could be on the horizon. If you’re not already preparing for them, it’s worth thinking about how much you may need to save to achieve these goals.

3. How will you grow your money for the longer-term?

It’s important to think about how you’re investing your finances for longer-term needs, such as boosting your income in retirement.

4. Are you looking after your wealth?

From having enough income to live on during your later years, to considering the impact of inheritance tax. Managing your wealth carefully is a key part of achieving the lifestyle you’re working hard towards.

Take a look at where you stand with a free Financial Fitness Report

At the Mail we recognise just what a challenging period this is for our readers. That’s why we’re proud to partner with Skipton Building Society to offer you a free Financial Fitness Report.

The report is a chance for you to look at your finances and help set yourself on a clearer path to reach your goals.

It starts with a 30-minute conversation from the comfort of your home, where you can talk to a member of Skipton’s friendly team about how you’re managing key areas of your wealth.

At the end of the chat you'll receive your free report. It might uncover a few things you may want to consider, such as factors you could address as a part of your long-term plans. The report is yours to keep and use however you like.

This service is available by speaking to someone on the phone. Or, better still, Skipton offers an award-winning video service.

Your Financial Fitness Report is completely free

There are moments in life where you look back and think “that was the moment where everything changed”. And often that moment is just a small step. One that, ultimately, can have big implications for your long-term future – this could be the moment for you.

You won’t be asked to make any money decisions during the conversation. If Skipton believes it might be able to help you improve your plans it will explain how. For example, it might suggest a meeting with one of its financial advisers. But there is absolutely no pressure to do anything. That’s a promise.

To be clear, the Financial Fitness Report won’t include any personalised advice or recommendations. If you proceed further for advice, Skipton’s recommendations could involve placing your capital at risk, as the value of investments can fall as well as rise and you may get back less than you originally invest.