Your personalised Financial Planning Report

We’ll meet with you to discuss our recommendations face-to-face and give you the opportunity to get answers to any questions.

Our fee for providing this report will be confirmed in our engagement letter but, as an indication, it will be based on the type of advice provided and the amount of work involved subject to a minimum of £1,000+vat for most cases (or £3,000+vat in cases of increased complexity and greater degree of regulatory risk to us as a business, such as providing a comprehensive cashflow planning report).