Non-regulated financial plan building service. One off projects.

This service is for people who do not require any regulated financial products and just wish to explore financial planning strategies through the creation of a financial master plan. 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 and also quote a total fee for the work. This will be billed 50% upfront and 50% on completion. A typical project will involve approximately three meetings. 

The fees range from £1495-£4995+vat depending on the complexity and scope of the project. 

 

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