Our Financial Planning Support, Your Choice

Our ongoing Financial Planning Support services are designed to ensure the control and stability of your financial assets, so they continue to meet your needs. This is paramount if you want to stay on track, cope with the unexpected and maintain financial security for your future.

We offer three levels of service:

SUPPORT


0.5% per year of the value of your pensions/investments
Min £350 - Max £600

SAFETY

0.75% per year of the value of your pensions/investments
Min £600 - Max £2,000

SECURE

1% per year of the value of your pensions/investments
Min £1,500 - Max £5,000

SUPPORT

How we support you each year
  • Provide a postal or electronic valuation & review of your savings, pensions and financial products annually
  • 45-minute phone/facetime or face to face meeting in our office with your adviser
  • Implementation of all recommendations/changes to your plan & products throughout the year

SAFETY

How we support you each year
  • Provide a valuation & update of your savings, pensions and financial products annually
  • Review of your financial plan – cash flow forecasting
  • Review & rebalancing (where necessary) of your investments
  • Up to 2 hours face to face review meeting with your adviser at a location of your choice
  • Ongoing tax planning
  • Implementation of all recommendations/changes to your plan & products throughout the year

SECURE

How we support you each year
  • Provide a valuation & update of your savings, pensions and financial products annually
  • Review of financial plan – cash flow forecasting
  • Review & rebalancing (where necessary) of your investments
  • Unlimited face to face review meetings with your adviser at a location of your choice
  • Ongoing tax planning
  • Implementation of all recommendations/changes to your plan & products throughout the year
  • Unlimited access to our advice & support on financial matters throughout the year
  • Legacy, and inheritance tax planning with you & your family
  • Retirement income planning included
  • Later Life planning with your family included
  • Pensions & Retirement Planning

    Pensions can be complex. We can help you to make sense of them, including former employer and Final Salary pensions, or new pensions 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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