Our Financial Planning Services, Your Choice

Our initial Financial Planning Services are one off services that align your financial circumstances to the financial future you want to achieve.

We have three options:

COMMITMENT
£300


A fixed fee financial guidance only service for new savers.

CHOICE
£1,500 - £2,500

Financial advice & planning for your future.

A fixed fee agreed within the above parameters.

CLARITY
£500 - £5,000

Financial advice & planning for your expected and unexpected life changing events.

A fixed fee agreed within the above parameters.

COMMITMENT

What we provide for you
  • Planning Toolkit
  • Up to 1 hour phone/facetime discussion with an adviser
  • Tailored guidance confirmed
  • Setting up of new pensions and/or savings

CHOICE

what we provide for you
  • Face to face meetings with your adviser at a location of your choice
  • Review of your existing financial position and any financial products you have
  • Financial plan (cash flow forecasting)
  • Retirement planning
  • General Tax planning
  • Bespoke advice and planning all confirmed in writing
  • Implementation of agreed financial plan and products

CLARITY

what we provide for you
  • Face to face meetings with your adviser at a location of your choice
  • Review of your existing financial position and any financial products you have
  • Financial plan (cash flow forecasting)
  • Retirement planning
  • General tax planning
  • School fees/uni fees planning
  • Legacy & Inheritance tax planning
  • Later Life Planning
  • Retirement Income Planning
  • Personal, family & business protection
  • Divorce advice/planning
  • Bereavement advice/planning
  • Bespoke advice and planning all confirmed in writing
  • Implementation of agreed financial plan and products
  • Pensions & Retirement Planning

    Pensions can be complex. We can help you to make sense of them, or help you with a new pension you wish to set up. Ultimately helping you to plan for the retirement you deserve.

  • Savings & Investments

    When thinking about your financial future it’s not just about pensions. We consider the range of investments available and what would work tax efficiently with your financial situation and goals.

  • Protecting Yourself and your Family

    It is important to consider how to protect yourself and your family in times of illness, injury or bereavement. We’ll help you get the peace of mind you need.

  • Tax Planning

    The UK tax system can be complicated and confusing; we will work with you to help you understand how you can invest your money in the most tax efficient and beneficial way.

  • Inheritance Tax Planning

    We help ensure that any legacy or assets during or beyond your lifetime are passed to the right people at the right time; avoiding unnecessary tax implications.

  • Life Changing Events

    When events happen in your life such as divorce or bereavement, we can be there to support you with the financial changes for your future at what is an emotional and challenging time.

How the Fees Work

Our fees are payable in one of two ways. They can be paid directly to us when you accept our recommendations, or they can simply be deducted from your plan by the product provider, and paid to us. We can discuss which is best for you, but both routes are very simple.

For further detail on our services and how we charge - please Download

WHAT WE DO AND HOW WE CHARGE

What our clients say about us

  • I have really enjoyed working with Sara, she has taken time to really understand my concerns. I am known to be a nightmare with financial matters and Sara was so lovely to talk to. She makes sure you understand and explains everything very clearly.  I feel comfortable working with an adviser I feel I can trust.

    S Wolstenholme

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