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.
FINANCIAL PLANNING ADVICE AND IMPLEMENTATION
- 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.