Keeping a personal balance sheet

Many clients find our personal balance sheet service very useful. It’s a document showing your net worth, and it helps you plan for the future.

Day-to-day, it’s handy for tasks like applying for finance. It will also make life easier for your family in difficult times. Should you die or become incapacitated, it would considerably reduce the stress involved in dealing with your paperwork.

The personal balance sheet is a good starting point for your family’s financial, wealth and retirement plans. For some, it’s a wake-up call about what needs to be done to keep your plans on track. We’ll show you how to get the very most out of yours by identifying what needs to be included, and how to keep it up-to-date.

We’ll also give you and your family complete peace of mind by storing a copy securely. If something happens to you, we can provide everything that matters to the person handling your financial affairs.

By reviewing the balance sheet together every year, we’ll help you maximise the wealth you pass to the next generation.