Focused Financial Planning
Focused financial advice will suit you if you want to receive advice in one or more specific areas such as:
- Insurance
- Pensions
- Savings
- Investments
- Mortgages
Focused financial advice can also include lifetime cash-flow planning and estate planning.
Where focused advice is provided in relation to invested assets such as pensions, stocks and shares ISAs, investment bonds and other collective investment vehicles, ongoing service and advice can be provided, subject to an agreed ongoing fee. This will typically be 0.5% per annum but depends on the total value of the assets under our advice.
Advice is provided by a highly qualified financial planner and is guaranteed to be totally impartial and on a transparent fee-basis. The first step is to arrange an Initial Discovery Meeting, which is without charge or obligation.
The model below helps to illustrate the Focused Financial Planning Service:
