The All-Encompassing Lifestyle Financial Planning Service

What’s Involved?

  • The 4 Steps to achieve Your plan with current and future Outcomes we:

    1   Meet to establish if we can help you and 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 your Plan.

    4. Once completely satisfied that Your plan is finalised this is provided to you via your chosen medium, ie, via email, our encrypted portal or by paper.

  • Optional Services

    Once your have established your  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 plan to keep it on track.

    Alternatively,  you may be looking for a  service that assists you do your own Financial Planning whereby we can provide software and/or technical resources for you to refer with the aim of giving greater confidence and certainty with your decisions.

    These ongoing options are typically payable by monthly subscription agreed with you.

Service Guide Price
First Appointment - to discuss your circumstances & agree the best Service for youFree of ChargeBook Here
Action Plan Options
Take our Financial Health check to see where you are now. Is your money working for you in the best way possible.
Do you have enough, too much, or just right at age 100?
Budgeting to meet your aims		£200 per person/couple
Proactive Plan: Checks the health of your finances as above plus evaluates Your What Ifs? solving Your current Scenario/Transition. making the most of your money to live the life you want to live.£600.00 per person
£800.00 per couple
Lifetime 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 couple