Video: Adviser Insights - Financial Health Checklist

By Pooja Shah

Video: Adviser Insights - Financial Health Checklist

In this video, Castlefield's Pooja Shah explains her Financial Health Checklist that she often discusses with clients.

This quick checklist provides a useful framework of annual reminders to go through, to help you keep on top of finances and utilise some of the tax efficient allowances each financial year.

Click the image below to watch the video

This video is intended for information purposes only and it does not constitute a personal recommendation or inducement to invest. The contents of this video are not intended to be construed as legal, accounting, tax or investment advice. With any investment your capital is at risk. You should seek independent financial advice if you are unsure whether an investment product is suitable for your personal financial circumstances and appetite for risk. Unless otherwise stated this information is accurate as at 28/04/2026.