Check-up by a Medical GP and Financial Planner (FP)

What are your initial concerns?

	GP – Healthcare	FP - WealthCare
Purpose	What was the initial concern?	What was the initial concern?
Basic or Hard Facts	Current health Any ongoing medication Past medical problems Lifestyle issues like smoking, alcohol, exercise, diet Family health history of illnesses: mainly re possibility of genetic problems like heart problems, stroke, blood pressure, diabetes, some cancers like breast/ovary/bowel/prostate Donor Cards to pass on organs in the event of death (may be changed to opt-out clause)	Current wealth Ongoing financial plans Past financial problems Lifestyle issues like smoking, pursuits, hobbies Family wealth history and health: Gifting assets, trusts, inheritance, dependence Will to pass on wealth to loved ones and charities in the event of death (worry of not writing a will – rigid rules of intestacy) is it up-to-date?
Vitals	Weight/height BMI Blood Pressure Pulse Urinalysis Lung capacity Depending on history: may listen to heart, check for pulses, check breasts, feel abdomen.	Assets/liabilities Emergency fund Income & expenditure Cash flow analysis Capacity for Loss Attitude to risk Existing policies & employer benefits
Further Analysis	Decide whether investigations like: Blood check needed for diabetes, Cholesterol, Kidney and liver function, Anaemia, Thyroid	Decide whether investigations like: Investment rebalancing Reducing product charges Adequacy of financial products Trusts for financial products Pension plan analysis Mortgage analysis
Outcome	Immediate treatment – e.g. operation Prescription for illness Effort for improved healthy habits – e.g. reduce alcohol intake and give up smoking Ongoing visits to review treatment	Immediate treatment – e.g. switch investments Game Plan or Financial Plan Effort for improved wealth habits – e.g. be careful with spending habits and save Ongoing visits to review treatment

Quotes

I have been with Minerva now for nearly 20 years. Starting with a few individual ISAs with Savio’s sound advice and guidance I have now built up a substantial investment portfolio and pension fund.

I have always been impressed by the care and attention to detail paid to our annual reviews where investment needs are prioritised and opportunities fine-tuned to their maximum potential.

Minerva have also worked tirelessly in helping me secure a recent remortgage. I would highly recommend Minerva to anyone.

Dr Sarah Lean, Consultant Doctor, Central London

Contact Sprint

Contact Minerva Wealthcare

To discuss how Minerva Wealthcare can help you or to arrange an initial consultation, contact us today

020 8360 7979

by email
contact@minervawealthcare.co.uk