When it comes to managing your personal finances, knowing where to start is often the biggest barrier.
BT Wealth Review provides a realistic picture of where you stand today – a crucial step in achieving your financial goals.
Finances can get complicated. Mortgages, insurances, bills – and then there are those cherished dreams you want to plan for. Carrying out a BT Wealth Review is a great first step to reaching your financial goals, no matter what they are, and may help to answer questions like:
You’ll be asked a series of questions about your lifestyle, income and expenses, dependants and financial goals.
Simply complete the relevant details to receive useful insights as you progress.
It takes about 20 minutes to complete and you can update your information at any time.
Your personal information will be combined with the latest economic data to provide you with a snapshot of your current financial situation.
There is also the option to obtain a more detailed report which you may wish to discuss with your family, your financial adviser, or talk to BT about your options and how to make the most of them.