Personal planning
Alongside my work on Your Pension Your Planet I offer one to one guidance for individuals who would value experienced, independent input.
This is not ongoing financial advice and there are no product sales. It is structured guidance to help you understand what you already have and what your options may be.
Fees are simple and transparent.
First meeting up to 90 minutes, £150
Follow up sessions, £120
These sessions are particularly suited to people who are not eligible for full financial advice but want clarity about their workplace or personal pension. We can look at how your scheme works, what your current investments are doing and what questions you might want to ask your provider.
If you would like to arrange a conversation, please get in touch.