Your Financial Health Matters.
I believe that financial literacy builds financial freedom, which is why I created these packages to help your through sticking points and to educate you on how to manage money better.
Packages.
Financial Health Check (the big one).
A fully documented review of a your assets and liabilities and net worth; current and projected income and expenses, insurance policies, retirement provision and other investments. This is the big one and includes an analysis of current product and fund features and estimated inheritance tax liabilities with recommendations to meet the your broad financial goals.
£995 | Enquire
Power Hours.
These Power Hours are strictly dedicated to you and a topic of your choice, for example if you are struggling with budgeting, talking about money and goal setting, debt management or general financial knowledge. Together we’ll break through your blocks and use financial education to help create actionable steps to help you move towards financial bliss.
£165 per session | 60 minutes plus follow on advice | Enquire
Workplace Pension Review.
The launch of auto enrolment has meant many more of us are saving into a workplace scheme, but do you know what your investment is doing for you? If placed in the wrong fund it could be costing you thousands in lost gains.
In this session we’ll review your current workplace scheme, create a cash flow model to illustrate how your contribution levels can affect your retirement, review your risk profile and, if needed, recommend an alternative fund available within the scheme.
£399 | Enquire
(Any additional work will be priced separately.)
Parent Package.
When you are a parent, finding the time to master your finances can be tough. However with my new parent package, I take the stress out for you and put in simple measures to ensure you and your family are protected.
£349 | Enquire
What’s included?
Standard will creation (Joint or Single)
1x Junior ISA set up and recommendation (+£249 for any additional accounts)
Protection review
Financial and Estate Planning review
(Any additional work will be priced separately.)
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.
Inheritance Guidance.
At an already stressful time, many of us need advice around how to manage, or manage inheritance tax. These sessions will mix coaching with strategy and actionable advice to help guide you on inheritance planning. They can be done pre-or-post inheritance.
£899 | Enquire
Estate Planning Guidance and Review
2x 45 minute goal setting and coaching Sessions
2x 60 Minute Strategy Sessions
Access anytime
(Any additional work will be priced separately.)
Intensive.
This is your financial guide 101. An intensive learning course to help you master your own finances with 1-2-1 bi-weekly sessions blending money coaching with financial advice.
As it is a personalised course, we’ll plan topics that are aligned to your needs and by the end of the course you’ll come away feeling empowered and with a long-term financial plan.
£1,499 | Enquire
Bi-weekly 1 hour meetings (6x) with a mix of coaching and ‘Guide to’ sessions
Access anytime
Content tailored to your needs
Cash Flow modelling
Bespoke financial plan
6-month check in
Contact me to book a session.
hello@alexfs.uk
What People Are Saying
Kate has helped me navigate the tricky world of freelance finances. She offers clear, useful advice that takes the stress out of dealing with money issues. It's nice to work with someone who understands the current climate for freelancers.
— Abi C.
“Kate was professional and knowledgable. She was patient with all of our questions and made sure we understood all of the recommendations. She was efficient getting things set up for us and we’ll definitely be using her services in the future.”
— Kate G.
“Kate has been really helpful with mortgage applications. She breaks everything down into simple understandable pieces and is really transparent with her processes. It’s really nice to deal with somebody who is genuine and good at what she does. I’d recommmend her to anyone looking for mortgage help.”