Home > Financial Planning > Service Propositions >

Bespoke Financial Planning

Our detailed financial planning service covers specific areas of your financial life and is tailored to your needs.  It is supported by a first class ongoing service.

Key Features

• We meet you, listen to your needs and create an initial strategy proposal for you.
• We work with you to create a bespoke financial planning report to cover the areas where you need specific advice and talk you through every detail.
• When you are happy with the plan, we implement our recommendations and keep you informed of our progress.
• We provide you with first class ongoing service, which includes regular updates at times to suit you.

This service has minimum fees for the work undertaken. 

There is a minimum annual fee for the delivery of the ongoing service.