Our organisation has over a decade of experience carrying out robust financial reviews to a range of individuals and businesses.

The service includes:

  • A full financial review focusing on income, expenditure, savings and borrowings
  • A review carried out via a home visit
  • Basic credit checks with a risk score
  • Two financial reports: one to the client and one to our partner (i.e. a local authority)
  • Verification – in addition to the financial report, Parity Trust would provide a PDF copy of all financial evidence obtained during the review.

Please note that independent financial advice is not offered, however the report would highlight any areas where the individual or couple can potentially improve their financial circumstances.If you would like to discuss working with us, please call us on 02392 375921

financial health checks