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:
0.5% per year of the value of your pensions/investments
Min £350 - Max £600
0.75% per year of the value of your pensions/investments
Min £600 - Max £2,000
1% per year of the value of your pensions/investments
Min £1,500 - Max £5,000
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.
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.
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.