your money plan.
Our trusted advice process.
The Your Money Plan Service makes sure we provide you with a full money review and action plan covering all areas of your wealth.
This is how we do it...
2. financial picture meeting
Here we want to dig a little deeper to fully understand your 'Financial Picture' in order to put together Your Money Plan. It's not just about the numbers either, it's about considering your future plans, goals, concerns and aspirations so we can provide you with the best advice that's right for you.
6. your money plan annual service
Once Your Money Plan has been implemented the service doesn’t stop there. Things change and life happens - meaning we need to continue to review, manage and monitor your arrangements to ensure Your Money Plan is on track to achieve your life plans and financial goals.
how we charge.
We will always be clear and upfront about charges. No hidden fees.
Our initial planning fee for the Your Money Plan Service starts from £390, increasing based on the complexity and time commitment.
If you would then like us to 'Make It Happen' and implement the recommendations on your behalf we charge an implementation fee based on the value of funds being invested. The Your Money Plan Annual Service is then charged in a similar way - based on amount of funds invested and looked after for you on an ongoing basis.
Our guarentee to you:
You do not have to pay the initial planning fee unless you are happy with the service received.