Most of our clients work with us on an on-going basis through our Comprehensive Financial Planning service. This is where we help you to establish your long term goals and objectives, implement a long term plan and then review everything on a regular basis to ensure that you stay on track.
However, we appreciate that not everyone will require this level of service all of the time – sometimes you may simply need One-off Advice. Examples of times when you might need this simple service could include:
- Purchasing an annuity when you reach your retirement age
- Setting up a life assurance policy (or some other form of protection)
- Setting up a regular premium pension or investment plan
The list is not exhaustive and we are happy to discuss your requirements with you and the associated costs surrounding these individual transactions. Please contact us if you would like to find out more.
Of course, you can move from the One-off Advice service to our Comprehensive Financial Planning service at any time if you think that this becomes appropriate for you.
