Have you built and implemented your own life plan?
Do you have business goals you want to hit?
Do you know if you have enough?
I can help you with:
- Creating and maintaining your own Financial Master Plan
- A sounding board for key decisions
- Someone to hold you to account
- A second opinion service
- Planning strategies and ideas
- Unlimited telephone and email support
I have a maximum capacity of 20 advisers. All of our interactions will be strictly confidencial.
The fee for this is simple, it's a flat monthly fee of £249+vat, this is obviously non-regulated and purely a planning and coaching service (business deductable)
If you'd be interested in moving forward with this then please let me know email@example.com or 07775603930.
I work with both UK and Irish based advisers.