Initial engagement services

We are sure you understand that there is a cost involved in determining the most appropriate journey for you to take to ensure you reach your chosen Financial and Lifestyle destination on time and in a way that you enjoy.


  • Initial one hour Discovery Consultation
  • A documented Financial Plan
  • A one hour Financial Solutions Consultation
  • Implementation of your Financial Plan & any product(s)
  • Your Personal Financial Management Organiser
  • We are happy to discuss our fee(s) with you at our first meeting, as this depends on the nature of the work, and the complexity

*VAT may be applicable on some services but we will always tell beforehand which these will be for absolute clarity.