My Legal Checkup for

the financial sector

An added value service

supporting FCA directives

Financial Sector

Financial service companies embrace a holistic approach to family security in all financial matters and encourage legal provision to safeguard family assets.

My Legal Checkup assists with the latter by offering an

added value service to successful applicants bringing:


Awareness – of possible consequential risk 

Suitability – understanding and options for needs and budget 

Connectivity – facilitating connections with legal providers