Financial education and organisation

Life is hectic enough for most of us. Bringing order to your finances and making sense of them is something that can all too easily be put off to another day, like starting a diet or exercise program.

One of the things we do for you is build up a consolidated picture of your assets, liabilities, income and expenditure and keep this all in one place for them to see.

This can bring a feeling of control and confidence that you have a highly qualified financial planner looking at the whole picture, advising you whether you should or shouldn’t be doing something at various stages of your life.

We are very happy to work with people who want to understand their finances in greater depth and others who are more natural delegators.

Your Questions Answered

We expect you will have specific questions regarding this area of our services, if they are not answered below please do not hesitate to get in touch with any queries.

Will I need financial organisation?

Not everyone does, but for many it is a major relief to know that every item has been audited, detailed, logged and considered as part of an overall plan to simplify your financial affairs, documentation and accounts. Even just knowing which documents need to be kept and which don’t can simplify your life and reduce hassle.

How can it benefit me?

Aside from the peace of mind of knowing your affairs are all in order, we will look to simplify the ‘administrative’ aspect of your finances. Also, the audit will have given us a comprehensive view of your overall finances and enable us, as part of the wider Financial Planning, to offer our recommendations based on a deep understanding of your specific situation.

How much does it cost?

We do charge for our range of services, an overview of which can be found under the ‘FEES’ button found on the home page of this website. Obviously, the complexity of your finances will determine the level of fees, but we would provide a clear and detailed quotation prior to any work commencing. Our entire team are all salaried staff with no incentives or bonuses to sell or promote specific services – leaving us free to concentrate on what is best for you, not us!