Non-regulated fixed fees or retainer financial planning service.

This service is for people who do not require any regulated financial products If you require any personal investment advice or financial products this service is not for you.

Please complete the below form, I will then confirm if I wish to take on the project.

The fees range from:

- One-off projects £995-£4995+vat

- Ongoing monthly retainer £149-£499+vat

Depending on the complexity and scope of the project


Full Name *
Full Name
Project scope *
How would you like to work? *
Approx income (or previous income)?
Approximate net worth *