Detailed flexible planning to fit with your business and personal ambitions, balanced with your level of need for peace of mind.
We prefer to meet you at our Ipswich office because we have all our systems and support tools to hand.
Alternatively, we can come to you. All conversations, information and papers are held in the strictest confidence.
After a full and free discussion, if you wish to proceed we will copy necessary documents and gather material and notes to verify, assess and develop a unique, holistic profile and objective financial programme tailored specifically to your needs.
The whole picture
This evaluation may deal with net worth, retirement funding, estate and property portfolios, family insurances, debts, savings, investments, liabilities, gifts, business holdings, school fee commitments, trusts, multiple ownership factors, overseas capital …the list is as complex, diverse and individual as you are.
Strategy and advice
We meet again, talk you through our findings and make sure you are clear about any aspects of finance you may be unfamiliar with which would be of advantage to you. You may be satisfied at this point or we may need to fine tune certain aspects further.
Give us the go ahead and we can put your plan into action.
Ongoing support and advice
Once your plan is activated we can monitor and regularly update you on progress, returns and fluctuations.
We have 24/7 access online via our highly secure software systems and database platform.
What it costs
Initial meeting - at our expense
Information collection, collation and analysis and report - one off payment. Varies by client. We will agree with you at the initial meeting.
Implementation - One off payment. Minimum £nil
Ongoing support - fee, either charged to your portfolio or paid by standing order. Minimum £Nil
Get in touch
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