Peace of mind
Peace of mind and financial security needn’t be distant dreams. With a little planning now, you can forget about your finances and enjoy living in the moment, feeling secure tomorrow’s being taken care of.
We offer three levels of support, but as with life, nothing’s set in stone – we can give you as much or as little support as you’d like.
Learn and plan
This is the most demanding part of the process, but also the most important. With the right foundations in place, we can check over where you are now and build a robust financial plan with that will enable you to make wise financial decisions and achieve the future to look forward to. This can be a stand alone piece of work with instructions for you to follow and create your own future.
How much will this cost?
This typically costs between £1,250 and £4,500, depending on the complexity of your finances and how long it takes to create your financial plan. An average charge is £1,950. This can be paid directly to us or from an investment or pension plan, but we can agree how later
We promise we won’t do any work, or incur any costs, without discussing and agreeing it with you first.
Learn, plan and act
Once you have a financial plan, you can take it away, or we can put it into action for you. If we need to move your money, change or update an existing plan, or merge products or money to be more effective for you, we’ll let you know any charges first, so you can say yes or no before anything happens.
How much will this cost?
This is completely dependent on what we do and the products you select. While that may sound frustratingly vague, we’ll always work hard to ensure you get the best value for money, and won’t do any work or buy any products without getting your approval first.
Learn, plan, act and check
You have your plan and everything’s in place. But what if life changes or markets wobble? We’ll be here monitoring your plan to ensure your money’s safe and working effectively for you. So that’s one less thing for you to worry about.
How much will this cost?
This varies, depending on what you have and what we do for you. The charge is based on the complexity of your financial plan, on a scale of 1-5, and the value of your investments on a scale of 1-5, and starts at £1,500 per year, or £125 per month.
You can contact us for input on an hourly fee basis in the future if you prefer this route. All these choices will be discussed in full before you make any decisions
We can give you a more accurate quote when we know more.