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It’s accepted as good advice that people should review their financial planning details about once per year. The other occasion should be where a "life event" occurs.
A life event is something that causes a change in circustances and possibly a change in requirements. Examples are birth of a new child, getting married, moving home or mortgage, change in employment circumstances, grown-up children no longer dependent etc.
Any of these and other similar events can either have a small or very large effect on your planning requirements and should be looked at to make sure that what you are paying for is the most appropriate.
Any questions feel free to PM me or email dave@financialcompanion.ie or phone 087-6414570.
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