We offer Financial Planning advice to individuals, trustees and charities. Our services can be divided into three distinct parts: advice, implementation and ongoing reviews.
We offer two different levels of support and interaction that reflect the differing complexity of client needs:
This service may be suitable for clients who want to combine comprehensive financial planning and regular ongoing reviews. We offer more frequent review meetings for clients with higher levels of assets (typically over £500,000).
This may be suitable for clients who need a one-off piece of advice about one or more of their financial planning goals and objectives. This service does not include any ongoing review meetings.