Financial Health Check

Get a free one-hour meeting with the experienced team at Aintree Group to discuss the financial health of your business or personal matters.

    Click the relevant button below and complete the initial sign-up form to apply. Once the form is submitted, we will be in touch with a questionnaire for you to complete and potential meeting dates. 

    Personal Business

    Your information is confidential. If you have any questions or concerns, feel free to get in touch with us.

    Benefits of a Financial Health Check:  

    • Sets clear goals by showing your current financial position against where you would like to be.
    • You will be able to map out a clear strategy and actionable steps towards those goals.
    • Gives you an accountability partner. You’re far more likely to succeed with your goals or stick to a new habit if you know we will be following up on your progress.
    • Accurately tracking your financial position makes it easier when/if you apply for a loan, and you will be a more attractive prospect to lenders.
    • It’s a preventative tool as well. Can highlight problems you didn't know existed, or show where problems could arise in the future if nothing is changed. 
    • Once problem areas are identified and addressed, the money saved can then be used to build wealth and secure cash for the future.