top of page
THE ADVICE PROCESS
The Initial Meeting is completely free. This is where I find out a bit more about your circumstances, needs and goals.
Saving Money On Your Utility Bills:
I help you save money on your bills by helping you switch to the right provider for FREE!
Investing:
I can recommend and set up your investments for:
Upfront Cost: £400
or
Spread the Cost: 12 monthly payments of £40
Pension:
I can recommend and set up a pension for you for:
Upfront Cost: £600
or
Spread the Cost: 12 monthly payments of £55
For pension transfers/consolidation, or advice on how to withdraw from your pensions, I charge a fee of 2% of your total pension fund.
Life and Health Insurance:
I can recommend and set up insurance policies for you and your family for FREE!
bottom of page