Financial Planning Service

Would you like an expert review of your current financial position? Want to understand your financial priorities and how you can best achieve your goals? Then our personalised Financial Planning service is perfect for you.

A qualified financial adviser conducts a face-to-face, in-depth review of your current financial position. You will be given a written report compiling all your financial details, plans, long and short term goals and needs. It will also highlight any shortfalls that exist in your current arrangements.

You’ll walk away with a complete picture of your current situation and what you need to do to achieve your goals and protect yourself and your family financially. 

We offer two financial planning services for you to choose from, of course you may choose to do both:

• A one off detailed plan for £360+VAT which normally takes 2-4 weeks to complete.
• We’re also here to help you run your plan for £30+VAT per month. You’ll receive a personal reminder when it’s time to action the next part of your plan. It also includes regular plan updates, an annual review meeting and financial news. Think of us as your financial coach, keeping you financially fit and healthy.

Administration service

If you have existing plans and schemes that you would like professionally managed we will act as your official administration agent. So that you don’t have to worry about those nagging details, we’ll obtain regular information about your plan(s), statements for tax relief, changes of address and up-to-date unit statements.

We’ll also take care of any fund switches required and arrange for cash withdrawals.Track your progress online and view the current status and values of your online portfolio.

Fees are 1% of your total plan value of current cash value for investment/pension plans (unless the investment management is undertaken by an approved asset manager in which case the charge is reduced to 0.5%).

Financial advice and implementation

Life is demanding enough. Our experienced team is on hand not only to advise you on your existing financial products but also to put new schemes in place on your behalf. So, not only do we give you sound, regulated advice we will also manage the entire process for you from start to finish.

Prices vary but as a rough guide, our minimum implementation fee for a cash sum invested is 3%.

Time is precious so why not let us worry about your financial details while you get on with the business of living. Contact us today to find out more.