Financial Plan 2020


Just want to get some specific financial advice or to discuss and get guidance on a single area of your planning. Borrow My Mind will do that for you.

Bring along your financial problem (s)  and I’ll provide some options, some possible solutions and follow that up with a written outline and overview and provide access to the Money Trainers Best Buy Lists – this alone will save you many thousands of pounds in pension fees alone.

  • Pension problems and transfer
  • Pension Freedom option – you are thinking about drawing on your pension
  • Care Fees Planning – what are the options for you or your parents
  • Wills and Estate Planning, Inheritance Tax
  • Investments options – how to make the most of them

Money Back Guarantee if not over the moon with the content and I assure you that each ‘Borrow My Mind’ session will be worth at least £1000 to you.

You can get access via a one off “Borrow My Mind” 90 minute telephone/Skype meeting. Perfect for one off issues you may have. Cost includes all follow up and guidance.  Order here via Direct Debit Borrow My Mind

Once that’s set up I’ll be in touch to arrange a call.

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