Monthly Check-in
30£Every month30 minute discussion to provide ongoing support and guidance- Goal review
- Updated scenarios and options
- Markets review
- Provider review as needed
- Best Value
Quarterly Review
20£Every month60 minute check-in to provide ongoing support and guidance- Update scenario and options models
- Personal economy and stock market review
- Goal review
- New providers comparisons
Annual Review
195£Every year90-120 minute discussion to provide ongoing guidance- Yearly overview
- Review goals
- Update scenarios and options reports
- Incorporate macroeconomic changes
- Review providers and switch where necessary
- Compare different offerings and set up new accounts