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Check-in Service

A one-off review to ensure you're making the most of your savings, investments, and pensions. Or, a helping hand in setting them up.

Do you want to ensure you and your loved ones are financially secure? We can also provide a protection review for life cover and other insurances.

We've designed this service to empower you to take control of your financial future. Whereas our other services involve ongoing advice and yearly reviews, the Check-In Service aims to set you up to manage your own finances.

How we can help

Pick our brains...

- Do you have a workplace pension or a few?

- Do you know the level of risk you’re taking?

- Are you paying enough into the fund?

- Do you have a young family or dependents who rely on your income?

- Would they be ok if you were unable to work, or if you passed away?

- What are the appropriate insurance policies for you?

- Have you saved a substantial sum of money?

- Is this working as hard as possible for you?

- Do you know the tax allowances available to you?

- Do you want a plan showing your potential financial position through to retirement?

We’d welcome a discussion at our expense to see if we can support your goals. If we can’t, you’ll get a free hour of our time, and hopefully we can leave you in a better position, or point you in the right direction.

The value of investments can fall as well as rise and you may not get back the amount originally invested.

Get in touch

Frequently Asked Questions

What is the first step?

All stages involve an initial call to understand what you're looking to achieve. This typically lasts 15 minutes. If we think we can add value for you, we will arrange a meeting to begin the planning process. This typically lasts 60-90 minutes. Both of these are at our expense.

What do I need to bring with me?

For the call, all we need is you and a list of any questions we can answer for you. If we decide to have a meeting following that, it is useful to bring any policy documents you may have and photo ID. In any conversation we have, honesty is key. To be able to reach your financial goals, we need to understand what really matters to you.

How soon can I get an appointment?

Our aim is always to work around you. We can be flexible from Monday-Friday. The first call is usually booked within 5 working days of you getting in touch. Following that, meetings can be done at a pace to suit you. Initial meetings are usually booked within 2-4 weeks of the call.

What about fees?

Fees start once we build your financial plan, which happens after the initial call and meeting. Initial calls and meetings are always at our expense, then the chargeable financial plan takes anywhere from 2-8 weeks to complete from there.

We will be transparent about when a charge occurs before we proceed with any work, agreeing on a fee before we begin so that everyone is happy. The figure will depend on the complexity of your affairs.