Blueprint Review Service
Stage 1 - COMPLETE REVIEW "The Blueprint" - An Initial and Complete Review of Existing Insurance, Pensions, Investments, Tax, Income and Status Together with a financial "Life" plan for the coming years:
(if you prefer a simpler, focused review e.g. pensions and target retirement only, the lower cost Initial Review may suit you)
In the blueprint 'holistic' financial planning review, we will research and report on your current property, insurance, pensions, investments and insurance portfolio and include a full review of your
In essence, an holistic financial plan .... this full stage 1 blueprint will not include new investment/provider recommendations (that would be stage 2) but will include specific funds recommendations (for existing schemes) and will include generic provider and asset allocation and trust and onshore/offshore investment/pension and tax recommendations.
In short, the blueprint will give you all the technical solutions. This puts you in an unbiased, informed position of all your options and you are then free to take our advice, adapt the advice or indeed ignore it. You are not tied to us and are free to use us or indeed another adviser or do it yourself as you see fit. This advice will be targeted to make or save both you and your family estate (where applicable) many thousands of pounds over the coming years.
This advice work is complex and represents excellent value for money both in the short and long term when comparing costs against higher levels of wealth or income and potential for making moving, saving money and paying less tax. With improvement we are sure we can make in tax savings or other investment income and growth. The Blueprint does not include arranging any new investment or pension transfers plans suggested in the blueprint (these would be additional works further on down the line) as there are many options that will need to be considered and discussed with you.