Choosing the right financial planner is a huge decision both emotionally and financially, but with us, you’re assured of a uniquely hands-on experience.
In our first meeting, you can take as long as you need to tell us your hopes and dreams and what’s stopping you from achieving them. Before you even part with any money, we’ll provide helpful tips and advice, and that’s only the first step.
After in-depth research and analysis, you’ll be presented with your bespoke financial plan. If you want us to help you put your plan in place, we’ll clearly explain what this will cost. It’s all part of our commitment to being transparent about everything we do.
What do our fees cover?
With us, you’ll pay for our services in two areas:
- Implementation: A one-off fee for putting your personalised financial plan into action
- Ongoing services: A fee for the continuing management of your financial plan
For this, we’ll contact any pension or investment providers on your behalf and put our recommended solutions in place, dealing with any paperwork or admin for you. You’ll be kept informed of progress and performance both initially and throughout our relationship, and if your circumstances change, we’ll work together to update your plan accordingly.
Is it worth it?
Ask any of our satisfied customers whether they benefited from our support, and we’re confident they’ll say yes. But don’t just take our word for it.
Research by the International Longevity Centre and Royal London demonstrates the true value of financial planning. The study found that people in the UK who took professional financial advice between 2001 and 2006 were on average £47,706 wealthier after 10 years than those who didn’t.
You might still be unsure about taking the next step, and that’s okay. With us, you can speak to an experienced specialist who’ll really listen to your concerns and help you decide if financial planning is right for you.