Spend 30 minutes thinking ahead to retirement and/or find out if we can work together on a deeper basis. Contact me to book a session
There are 12 topic areas, but clients may not need to consider them all. Some will need more support or buddying than others. Teams, Zoom, FaceTime or face-to-face time is charged @£20 per 40 minutes session. Some clients can benefit from 2 sessions a week.
A structured consensus workshop for couples to think ahead to retirement. 3 x 40 min sessions, £55.
How much money might I need in retirement and where could it come from? Aimed at younger clients who are thinking about how to finance their futures.* 2 x 40 min sessions over Teams, Zoom or FaceTime or for £35
* Disclaimer: I am not regulated by the Financial Conduct Authority and will never recommend nor provide opinion on the suitability of financial products such as pensions, investments (e.g. shares), insurance contracts or debt arrangements. I can help you understand your possible needs in retirement, but I am not a financial intermediary. I do not sell nor take any commission from financial products. My services are limited to personal budgeting, whole of market guidance and directing you to available expert resources. If you need specific advice you should seek the services of a regulated financial adviser or debt counselor. I passed the DipFA in June 2024. I engage in regular CPD activity and hold a Certificate of Professional Standing issued by the London Institute of Banking & Finance (LIBF).