Financial Planning

Collating and Analysing your information

When we have full information about your existing circumstances and arrangements we will be in a position to be able to analyse them and fully understand what you already have in place. If required, we will provide you with a summary of our findings in respect of individual arrangements.

Once we have established what you have, we will have a better idea of just how much work is going to be involved and we reserve the right to revise our estimate of costs at this stage.  If we do, we will reconfirm what we will do for you and the likely cost.  From this point on you should be aware of how much we will charge for any advice up to, but excluding, the implementation stage.

We will also have provided you with a schedule of implementation fees which covers all regulated financial advice areas.



Money Management Financial Planner of the Year Awards 2010. Winner, investment companies planner. Runner-up, multi manager planner.