Comprehensive financial planning

Comprehensive Financial Planning is for people who wish to ensure that their complete financial strategy is fully integrated, who require ongoing guidance and advice and who value working with a team of very well qualified professionals.

Our Comprehensive Financial Planning service includes advice on all aspects of your personal finances, from savings and investments to pensions, life assurance and tax planning.  Shortly after you become a client, we will produce a written Financial Plan for you, detailing how you can make your finances more efficient. This includes Lifetime Cashflow Analysis and a meeting to discuss the results of the planning exercise. We will then help you to implement our recommendations, thus providing an end-to-end, ongoing service.

With our no-quibble guarantee, if you are not 100% happy with your Financial Plan we will give you your money back.

We do not impose a minimum portfolio size but our Comprehensive Financial Planning service is best suited to those with invested assets (e.g. ISAs, pensions, unit trusts etc) of £100,000 or more and/or household incomes of £100,000 p.a.+

Our fees start at 1% per annum of invested assets, reducing to 0.1% per annum for large portfolios. A minimum fee of £100 per month applies.

Please call us on 0845 602 7875 quoting ‘Comprehensive Financial Planning’ and we will send you a complimentary Information Pack including our Rate Card which explains our current fees. Alternatively, please click here>> to send us a request or message.