We understand that there are times when it is too difficult even to know what question to ask about your finances! You just know that you need to get things organised.
Or there may be a specific question to address, or a life event that you need to plan around – marriage, retirement, or the loss of a family member, perhaps.
Either way, we can come along and listen, and ask lots of questions. And with our wide experience in helping people manage their money can summarise where you stand, and point you in the direction of any changes that you could make.
The end result of this type of service would typically be a report and a follow-up discussion. But if some action is required, perhaps to take out a financial product or to reorganise what you already have, we can continue with some further advice work for you.