Financial Planning
A clear plan for your money, from today's budget to the day you retire.
Overview
Financial Planning, explained.
Our chartered financial planners look at your whole picture: income, savings, pensions, property, protection and goals. You get a written plan with cash flow modelling that shows whether you're on track, and what to change if you're not.
What's included
- Lifetime cash flow model
- Written recommendations report
- Tax-efficient savings and ISA strategy
- Protection and will review
- Annual review meetings
At a glance
- For
- Individuals & families
- Duration
- Initial plan
- Price
- From £1,200
- Type
- Personal
- Category
- Wealth
Good to know
- The value of investments can fall as well as rise, and you may get back less than you invest.
- Our fees are confirmed in writing before any work begins.
How it works
- 1
Free introductory meeting
- 2
Fact-find and goal setting
- 3
Plan and recommendations presented in person
- 4
Implementation and ongoing reviews
Questions first? Our advisers are happy to talk it through.
Book a call · From £1,200Keep exploring
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“Moving to Northbrook Accountants was the best decision we made last year. Our books are finally up to date, and I actually understand our numbers now.”
Hannah Ellis · 4.9 average from clients
Get started
Ready when you are. Book a call today.
Tell us what you need and our advisers will take it from there. It's quick, there's no obligation and we reply the same day.