Personal Financial Planning

Personalised advice to suit where you are now and where you want to go.

 

Planning for every life stage.

I’m on hand to map out your goals and help you get there.

 

  • Starting out

  • Buying a home

  • Planning for a family

  • Pre-retirement

  • At retirement

  • Starting a business

  • Growing wealth

  • Inheritance Tax Planning

  • Separation

  • Bereavement

How I help.

 

Pensions & Investments.

Online or in-person, this session will help you with what you care most about and develop a plan to achieve personal and professional goals.

Example of costs:

  • Investment Transfer: 3% Initial Fee on investments up to £100,000

  • New Investment advice: cash flow modelling and implementation £450

  • Workplace Pension Review: review, cash flow modelling and fund recommendation (if needed) £399

  • Ongoing Management from 0.60% with yearly reviews and access anytime

 

Power Hours.

An hour dedicated to you, Alex Power Hours are tailored for people who might not need holistic financial planning but would like action steps on a specific subject. You might be going through, or have gone through a big life change, in need of a cash flow management assistance or advice on how much to put away into your pension.

60 minutes with follow up actions | £165

 

Mortgages.

I am a whole of market mortgage broker who specialises in residential and buy-to-let mortgages. We’ll meet online or in person to discuss your needs and find a mortgage that’s right for you. Beyond this, I’ll also recommend the right insurances to make sure you stay in your home.

£395 Broker Fee

 

Insurance.

Insurance (Protection) is the foundation of any good financial plan. We’ll spend time together to evaluate your needs and current plans to provide recommendations that fit around your needs and budget.

Fee-free

 

Wills & Estate Planning.

A will is one of the most important documents you can make and is crucial in ensuring that your wishes are carried out, but many people put off making one. I’m here to say no more; let’s make it happen.

Single will £189 and Joint will £249

Complex Estate Planning POA

Will Writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter Financial Planning accept no responsibility for these aspects of our business.

Will writing, Powers of Attorney, Estate Planning and Inheritance tax are not regulated by the Financial Conduct authority. This is managed through Legacy Estate Planning.

 

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