This is our complete service. It can be a comprehensive personal or corporate financial planning service, or it can be directed to specific areas such as school fees, inheritance tax or directors' or partners' share protection. It may be a one-off event, or a regular service including review meetings and ongoing advice.
There are considerable overlaps between a full and continuuing financial planning service and coaching. We now offer a joint service with Optica Coaching for those who seek a financial life coaching service.
We charge a fee for all financial planning reports - we will have done the work whether you take any action based on the report, or not.
If you subsequently take action that generates commission, we may, in certain circumstances, negotiate the commission charge, or offset the fee charges against such commission - at our discretion.
For more information, please contact us or complete a Financial Planning questionnaire online by registering in our site.