We offer a service that helps you to make sense of the bridge between where you are now and where you want to be. Whether that means understanding the mish-mash of pension policies you have accumulated, assessing the appropriate level of insurance cover to protect your family, casting around for the best interest rates on your deposit monies or taking a second opinion on the performance on your investment portfolio, we offer a standalone service.
Unless we agree otherwise, there is no formal advice here - it's simply an informational piece, designed to clarify your potential next steps.
Akin to a pay-as-you-go agreement, you can have confidence that this exercise will leave you clearer on the need for a professional financial planner, or armed with plenty of additional information to assist in making your own informed decisions.