Clear Costs
Financial Planning should have clear costs.
Ours are listed below.
*Please note I do not transfer Defined Benefit/Final Salary Pensions.
Mortgages
With Mortgages, I will be paid a commission by the Lender for introducing the business to them. This varies from case to case, and I will disclose this in my suitability letter to you.
Pensions and Investments
Financial Foundations
£1500
For the first 12 months
£99pm thereafter (cancel anytime)
Allowing you to utilise tax allowances available
Annual Planning Meeting with Neil to understand your objectives and plan for them
Cashflow Forecast for the rest of your life
Construction of your Bespoke Investment Portfolio
Creation of your Financial Master Plan
Ensure you understand your Financial Health and Protection Gaps
Second opinion service
Simplifying your plan
Unlimited Phone and Email Access to Neil
Working with other parts of your Power Team (Accountants, Solicitors)
No additional cost to include your partner in the planning process
Retirement Planners
£2000
For the first 12 months
£99pm thereafter (cancel anytime)
All the features of Financial Foundations plus:
Creation and implementation of your drawdown strategy
Consolidate Existing Pensions*
Annuity research
Ensuring you don’t trigger any complex at retirement rules
Give you clarity that you can retire
Millionaires Club
£3600
For the first 12 months
£300pm thereafter (cancel anytime)
For clients who have or will soon attain assets over a £1m (excluding their main residence).
All the features of Wealth Builders and Retirement Planners Plus:
Inheritance Tax Planning
Capital Gains Tax Planning
Lifetime Allowance Planning
Financial Planning for your adult children
Protecting Yourself
With Life Insurance and Protection products such as Critical Illness, I will be paid a commission by the insurance company for introducing the business to them. This varies from case to case, and I will disclose this in my suitability letter to you.
Conscious Companies
Click here for information about my offering for employers.
Book a Free Discovery Meeting
Please use the booking system below to book an appointment with me. Alternatively, you can call me on 024 75 264 392.