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.
- 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.
All stages involve an initial call to understand what you're looking to achieve. This typically lasts 30 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.
From there, costs are incurred as we build your financial plan which can take anywhere from 2-8 weeks depending on complexity.
What do I need to bring with me?
To the call, all we need is you and the questions we can answer for you.
For the initial meeting, it is useful to bring any policy documents you may have and photo ID.
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. At the earliest, we will book the initial meeting within 10 working days of the call.
What about fees?
All of our services are based on initial and ongoing work. We will agree on a fee with you before we begin the work at our end and ensure we are all happy with the quote. The initial and ongoing fees will depend on the complexity of your affairs. Don’t worry, it won’t cost you the earth!