Pensions & Investments.

Online or in-person, this session will help you with what you care most about and develop a plan to achieve personal and professional goals.

Example of costs:

• Investment Transfer: 3% Initial Fee on investments up to £100,000

• New Investment advice: cash flow modelling and implementation £450

• Workplace Pension Review: review, cash flow modelling and fund recommendation (if needed) £399

• Ongoing Management from 0.60% with yearly reviews and access anytime

Power Hours.

An hour dedicated to you, Alex Power Hours are tailored for people who might not need holistic financial planning but would like action steps on a specific subject. You might be going through, or have gone through a big life change, in need of a debt management plan or advice on how much to put away into your pension.

60 minutes with follow up actions | £165

Mortgages.

I am a whole of market mortgage broker who specialises in residential and buy-to-let mortgages. We’ll meet online or in person to discuss your needs and find a mortgage that’s right for you. Beyond this, I’ll also recommend the right insurances to make sure you stay in your home.

£395 Broker Fee

Insurance.

Insurance (Protection) is the foundation of any good financial plan. We’ll spend time together to evaluate your needs and current plans to provide recommendations that fit around your needs and budget.

• Life Insurance

• Critical Illness Cover

• Income Protection

• General Insurance

• Business Insurance

Fee-free

Wills & Estate Planning.

A will is one of the most important documents you can make and is crucial in ensuring that your wishes are carried out, but many people put off making one. I’m here to say no more; let’s make it happen.

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.

Single will £189 and Joint will £249

Complex Estate Planning POA