What do we do?
We provide a Complete Financial Planning Service taking into account all aspects of your immediate and future financial planning needs, we take into account your overall Taxation situation and use a precise and unique method of ‘investment risk profiling’.
Our initial meeting will normally last for at least and hour, we will then prepare a written report detailing the action that should be taken in relation to your current situation and highlight immediate and longer term solutions to your overall Financial Security.
This means that our initial work takes at least 4-5 hours to complete and we are proud of the fact that we can offer these services on either a Fixed Fee or Commission basis and that we focus on the Advice and not Product Sales. To use the analogy of Servicing your Car, whilst it might seem that you can save money in the short term by not having the regular servicing carried out, you are normally left with far higher repair bills in the end, noting of course that we are able to make savings of many Thousands of Pounds just for recommending the right mortgage provider. We would expect these savings to more than cover the cost of our advice.
Our Fixed Price Review will be between £350 and £550 ( plus VAT) and we do provide a “No Win No Fee Guarantee for all of our Fee Based work, which means that If we not are able to save you money, or make you money by reviewing your circumstances and your planning we will not charge you!
Richard Smith
0845 226 9106
