-
The 4 Steps to achieve Your Action Plan in a cost effective way with current and future Outcomes using our expertise, we:
1 Meet to establish if we can help you and if you wish to work with us.
(We provide our Terms of Business, Terms of Service and Fee Agreement prior to proceeding so that you are fully informed).
2. On agreement to proceed we together, discover your lifestyle dreams, goals and fears.
(We gather your information about your assets, income and expenditure as well as your human capital requirements).
3. Once we have crunched your numbers and analysed your objectives, we meet to present our findings.
4. Once completely satisfied that Your Action Plan is finalised this is provided to you via your chosen medium, ie, via email, our encrypted portal or by paper.
<Talk to us to discuss your lifetime financial plans >
Optional Services
5. Once your have established your Action Plan, in order to maintain clarity, peace of mind and financial security without further one off costs, we are able to offer our ongoing Services that provide monitoring and adjusting your Action Plan to keep it on track.
You may just want the answer to ‘Do You Have Enough?’ question, which is analysis of your Finances . You provide your income and expenditure information and we analyse. if for you . We charge a one off cost.
In addition, you may wish to take advantage of our ongoing monitoring as described above, or our Empowerment Membership described below.
You may want to ‘Do Your own Finances’ or learn how to do it yourself. We provide resources, software as well as Helpline for you to refer with the aim of giving greater confidence and certainty with your own financial decisions. Join our ‘Empowerment Membership’ payable by monthly subscription (no tie in, or term)
All Service are aimed at saving you ££££s during your lifetime.
Service Guide Price First Appointment - to discuss your circumstances & agree the best Service for you. Each Plan Is based on complexity. Free of Charge Book Here Action Plan Options Proactive Plan: Checks the health & efficiency of your finances plus evaluating Your What Ifs? Solving Your current Scenario/Transitions. Make the most of your money to live the life you want to live. £600.00 per person
£800.00 per coupleLifetime Financial Plan - our all-encompassing Action Plan to include all Plans above plus solutions to solve more complex areas eg., Retirement Coaching, Estate Planning, Later Life Contingencies, Complex Taxation issues. £1,250.00 per person
£1,500.00 per coupleOur Knowledge To answer your question: Do you have Enough, Not Enough or just right for your money to to last to age 100?, or can you achieve your dreams/goals? Take our Financial Health Check via our Online Secure Portal for the clarity you need. £195.95 Empowerment Membership includes
Information, hints and tips on how to Do-Your-Own Finances with Helpline, How To Tutorials plus Software for Document Storage and you own Cashflow Planning Software.
£22.00 per month