Professional financial planning consultations tailored to your unique goals and circumstances in the UK
£200 - £1,000
Comprehensive one-time financial planning service designed to set you on the path to financial success
Comprehensive review of your current financial position, including income, expenses, assets, and liabilities to create a clear financial picture
Personalised investment recommendations based on your risk tolerance, time horizon, and financial objectives
Strategic retirement planning to ensure you can maintain your desired lifestyle throughout your golden years
Our comprehensive consultation includes a thorough review of your financial situation, goal-setting sessions, personalised recommendations, and a detailed written financial plan. We cover budgeting, debt management, investment strategies, insurance needs, and retirement planning tailored to your specific circumstances.
The complete process typically takes 2-3 weeks from initial consultation to final plan delivery. This includes data gathering, analysis, plan development, and a follow-up meeting to discuss recommendations. We ensure thorough attention to detail while respecting your time.
The cost depends on the complexity of your financial situation, the scope of planning required, and the level of detail needed. Simple plans start at £200, while comprehensive plans for complex situations may reach £1,000. We provide a clear quote after our initial assessment.
While this is a one-time planning service, we do offer follow-up consultations at additional cost. Many clients find value in periodic reviews to adjust their plans as circumstances change. We're here to support your financial journey beyond the initial consultation.