Some of my services
My guarantee
While there is a cost for a personal finances review, I can give you two guarantees:
- I will save you money
- If I don't, I'll refund my fee to you in full without hesitation.
And because of that, what do you have to lose?
Personal finances review
By far my most popular service, it can look at one or every aspect of your personal finances. The bit ticket stuff from mortgages to car loans, credit card bills and pensions are part of this right down to how you manage your current account, advice on how to keep out of your overdraft and even put a savings plan in place with very little disposable income!
Pension Review
Many people spend time managing their finances on a regular basis but tend to give little consideration to their retirement options. It's not only important, but necessary to take time to go through your retirement options as early as possible. While pensions are not very sexy at all, just consider how much money you contribute to one over the course of your life. Don't you think it's worth knowing where you stand before you're 68 years old and wondering why you're living on the bread line?
Policy Review
This is my favourite part of the services I offer. This is a Gods send for many people. I love to see how happy people are after this review. As you go through life, you enter different stages. These stages can be classified into 5 in total (email me if you'd like to know what they are). As you transition into a new stage in life, your financial needs change. If you want to keep up to date with your financial affairs, it's useful doing this every time you move into a new life stage.
Annual Budget Calculator
This calculator is just a little bit of fun for you. I don't believe people write up budgets and stick to them. It's often times a line trotted out by worn out financial journalists and bankers but let's face it, that's just old hat at this stage. But if old hat is your thing, then maybe this calculator is your thing....