about everything
If your head hurts from trying to manage your finances and the words ‘financial planning’ brings you out in a cold sweat, ‘just about everything’ may be just the ticket for you. This is a full, sit-down look at what you need, what you already have, whether it’s working for you and what you can do better. Any which way, this full financial assessment is designed to offer peace of mind.
What's included?
- Assessment of your financial position including:
- Life assurance/protection
- Pension arrangements
- Investment plans
- Mortgage
- Inheritance Tax
- Summary of up to three plans in each of
the above categories, to include: - Charges
- Fund performance
- Projection of income at retirement where applicable
- Explanation of how each plan works
- Confirmation of each plan’s tax treatment
- Assessment of your attitude to risk
- Assessment of funds, up to £30,000
- Recommended course of action, including a suitable fund strategy for the first £30,000
| What’s not included? | |
| |
| |
| |
| £50 |
| £50 |
| What’s the cost? | £295 |
| Pensions set up costs: | |
| |
| £75 |
| £75 |
| |
| £150 |
| £200 |
| £300 |
| Contact Us |
| |
| £350 |
| £50 |
|
£450 |
|
£50 |
|
£500 |
|
£50 |
| Investments set up costs: | |
| £25 |
| |
| £350 |
| £500 |
| £1,250 |
| Contact Us |
| |
| £75 |
| £75 |
| £150 |
| Life Assurance/Protection set up costs: | |
| |
| £75 |
| £125 |
| £125 |
| £450 |
| £25 |
| £50 |
| Inheritance Tax set up costs: | |
|
please ask |
| please ask |
| |
| £75 |
| £450 |
| £25 |
| £150 |
| £75 |
| £25 |