Fair and simple pricing designed with you in mind

Core

Best for those who require a second opinion, once off advice or implementation of financialproducts. This service can range from small pension transfers and; liquidations toimplementation of savings arrangements and any other ad hoc financial requirements.

Please note, this service begins at €500 but may vary depending on the level of support andadministration required. Full quotations for work will be supplied prior to the completion ofwork.

Growth

Best for those who have a large financial decision or financial goal they would like toachieve. This service breaks down the finances and financial projections behind the goal andcreates a blueprint for achieving your goal. This service typically focuses on future educationplanning, redundancy planning, funding later life care, and so on.

Please note, this service focuses solely on one financial goal / decision, where an individualwould like to complete multiple goals, we recommend our legacy plan.

Legacy

Best for those who require fully comprehensive financial planning and wish to create afinancial legacy. This service covers all aspects of your personal finances and creates a fullfinancial plan working towards achieving your financial goals. This plan is goals-orientatedand uses our expert knowledge and software’s to create a tailored plan, ensuring the mathsand science behind the plan works.

This service creates an ongoing relationship between you and us, we become your financial coach.