Branded Products

BRANDED Voyant Importable Fact FinD:

The Voyant Importable Fact Find is truly brilliant. Click here to download your standard copy FACTFIND. You can also read this user guide about how the import function works USER-GUIDE.

I offer an enhanced Fact Find, this includes:

– Branding of the Fact Find with your company logo.
– Removing specific pages you feel you do not require.
– Reorganising the page order.
– Changes various fields.
– Inserting my awesome Expenses sheet (See here for details)

This is for both the UK & Ireland, for prices please email

Divorce Planning Expenses Sheet

Standard Expenses Sheet

I have a created a branded editable PDF to capture a clients expenses in the most efficient way. The client completes all of the required sections, these are then grouped into the specific Voyant expenses groups. You then manually enter the totals into Voyant (this take 1 minute).


I have created both a UK version (in Sterling) and also an Irish version (in Euro’s).

See the video below for the full details.
Please email


I can also create bespoke branded internal documents, pre meeting, fact finds, post meeting. 



Please see the below video for an explanation of how the skinny/short importable fact find works.

You can view a sample non-editable version here: IRISH Version or UK Version

If you would like to purchase one please email

Prices: members £75/€75 non-members £149/€149.


This video demonstrates what financial forecasting is and how we use it to enhance our financial planning strategies.

The first video was created for Serenity Financial Planning.

I am now offering branded videos to firms.

The options are:

(£50 off for members)

1: Unbranded video to use on your site £399 +vat. (website only).

2: Branded video with animated intro and outro £549 +vat. (website and internal use).

3: Branded video with animated intro and outro £649 +vat. (website and public use e.g YouTube).

Please email me directly – 

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