Working with a new client
STEP #1
Non-intrusive information gathering, regarding existing assets, income and expenditure
STEP #2
Review risk on current investments
STEP #3
Assess attitude to risk
STEP #4
Discuss changes to risk to align with investment terms and goals
STEP #5
Consider transfer to lower cost options [platforms and funds]
STEP #6
Define goals, clear objectives, timeframes and costs
STEP #7
You will receive three comprehensive reports outlining your current position, your improved position and maximum position after implementing changes
STEP #8
Create an action list
ON-GOING SERVICE
Subsequent reviews of your plan can be held at your request with additional cost. I will monitor progress through the actions, renewing your motivation towards your goals and resetting the actions to fit any life changes.
Update the Financial Plan
Discuss progress towards goals
Discuss action list
Renew your motivation towards your goals
Reset action list
Discuss whats gone well, and what hasn't!
Service Options: Tier 1
We will have an initial meeting without cost or obligation and we will discuss your requirements and how I work to see if we can work together.
If you feel my service would be beneficial my fee is £1,800.
This is based upon [typically] three meetings, to gather information, draft a basic report, agree the report and prepare and discuss subsequent reports and agree an action plan.
You will normally receive three reports (current position, improved position and maximum position.)
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Subsequent reviews of your plan can be held at your request with additional cost. I will monitor progress through the actions, renewing your motivation towards your goals and resetting the actions to fit any life changes.
At the end of this process you will:
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feel more empowered and more in control of your finances and your future
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have greater confidence in your future; knowing you have an informed strategy which can be reviewed as often as you like (additional cost)
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feel less anxious and be able to explore possibilities; looking forward with excitement and able to enjoy your money whilst you have good health
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In some cases additional meetings may be required to complete the on-boarding project. We will agree all fees in advance.
Service Options: Tier 2 - Financial Health Check
This is for clients who want to gain an initial understanding of their finances before deciding if the full proposition is suitable. After completing the Health Check clients can proceed to the full 12 month proposition, simply by paying the additional £1200.
Do you know...
if your savings & investments will support your income requirements in retirement?
Book your health check:
i) 2 meetings
ii) 1 report (that will clarify the health of your finances)
iii) 1 action list (3 actions)
iv) 1 follow up call (6/8 weeks)
Ultimate Clarity
£600 - [£300 up front, £300 at delivery of report]
Gaining insight into your finances empowers you to make informed decisions for tomorrow.
let’s talk about your future
​Book an initial meeting to discuss and explain the process with no obligation