Ours are listed below.
To make it as accessible as possible, I have no upfront costs for pensions and investments.
If I am not providing benefit for you, you can cancel at any time.
If you cancel in the first 12 months, you will have to pay the remainder of the first 12 months.
*Please note I do not transfer Defined Benefit/Final Salary Pensions.
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
Consolidate Existing Pensions*
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
All the features of Wealth Builders plus:
Creation and implementation of your drawdown strategy
Ensuring you don’t trigger any complex at retirement rules
Give you clarity that you can retire
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
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.
For Wills, I charge £79 for each simple will (£99 for mirror wills). These are on a non advised basis through our website.
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.