Our Process & Charges
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Action Plan – Initial Steps to achieve Your Outcomes
The first meeting is free of charge, in order to establish if we are able to help you.
If we can help you we then:
• Meet to discuss what you want to achieve and do in your lifetime• We then crunch your numbers short term, medium and long term taking into account your wants needs and desires• Present Your Action PlanIf we are able to create an Action Plan for you, we will discuss the costs involved for the production of your Action Plan and any additional work involved to be agreed before proceeding.
See our Terms of Business for full details.
Optional Preview Services
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 Preview Services that provide monitoring and adjusting your plan to keep it on track. This is optional and is payable by monthly subscription agreed with you. It involves monitoring economics during the year as well as news bulletins, planning ideas for you and your family in addition to a meeting/discussion to plan for the next year ahead taking all changes into account. We would also contact you if legislation or taxation are likely to impact your planning sooner.
Service Guide Price First Appointment - to discuss your circumstances & agree the best Initial Service for you Free of Charge Book Here Action Plan Options Full Comprehensive Lifetime Planning to include all scenarios, transitions, and WhatIfs?, as well as to attain the best retirement, solve Estate Planning, Later Life Planning & Complex Taxation issues. It includes Scenario Planning and Financial Health Checks detailed below. £1,250.00 per person
£1,500.00 per coupleScenario Planning: Checks the health of your finances along with a Scenario/Transition as well as Whatifs? to age 100. We look at your goals, dreams to see if you have enough, too much or everything is great. How to make your money work for you to live the life you want to live £600.00 per person
£800.00 per couple.Take our Financial Health check to see where you are now. Is your money working for you in the best way possible £175 per person/couple