A complete and total, holistic financial 'blueprint' review of your whole financial and tax position usually for higher net worth individuals or high earners including a financial roadmap for your future income, savings and tax needs.
When you see this: = guidance notes/videos in the quotation form to help you complete your fee quotation.
Two Blueprint Options: 1. Net worth up to £0.5m and 2. Net worth over £0.5m+. You may prefer a focused review? if so, consider Initial or Pre-Retirement Policy Review Services.