Online Financial Planning

 I feel that Financial Planning is for everyone but not everyone has the time, or the inclination, to spend hours pouring over spreadsheets with a Financial Adviser.  In addition, the cost of a basic Financial Plan, which can be anywhere upwards of £1,500, makes it prohibitive for those that perhaps need the service the most. 

I created the online financial planning service for those busy clients who have a basic understanding of finance and an idea of where they want to be in life.  They simply require a financial road map to help them get there.

financial-overview

 

Your Financial Plan will Comprise:

  • The foundation – What is the big vision for how you want your life to look;
  • How much will it cost to get you there;
  • What is your current situation in terms of savings, investments and debt;
  • What do you require in terms of protection;
  • Action Steps.

What You Get:

  • A dedicated Financial Planner, available to you via Email;
  • A tailor-made Financial Plan, delivered via Email;
  • Additional service available for implementation of the plan, if required.

What You Need To Do:

  • Complete Financial Planning Questionnaire;
  • Make a one-off payment of £349;
  • Receive your Financial Plan.

Please note, this service, is only available to UK clients.

 

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