Stage 1: What service can I expect and what is the cost?

Your financial report will cover the objectives and needs you have stipulated along with any other further guidance needed to improve your pension and retirement planning.

This will encompass confirmation of your circumstances, objectives and attitude to risk and will provide details of our research and considerations before recommending our independent solutions and summary.

This service is designed to provide advice on investment and savings planning. Areas that we may consider in your report include:

• Consideration of your attitude to investment risk and fund choices
• Review of your current investments
• Unit Trusts & Open Ended Investment Companies (OEICS)
• Investment Bonds
• Premium Bonds & National Savings
• ISA’s
• Existing Endowments
• Overall Investment Strategy
• Tax Allowances, including Capital Gains Tax (CGT)

More details are available at www.yourmoneymadesimple.com here.

This will give you a report that you can implement with us or any other adviser you choose to use.

On receipt of your payment, you will receive your independent financial planning report by email and post by 12 working days**.

We do not currently charge VAT for this service.

Fixed fee for your Financial Report: £597.00

** Please see user terms.