We outline our fixed-fee financial planning service below. The cost for the service is £2,400 and is targeted at working professionals who have household annual income in excess of £200,000 and who spend less than they earn. Usually, though not always, it is most beneficial for people who already own their primary residence.
The article is not intended to be financial advice specific to your unique circumstances although we do, of course, provide such advice to our clients.
What the Financial MOT includes
The service includes 12 months of follow-up support; it is most certainly not a case of us giving you a report and walking away. We are here for at least a year to answer any follow up questions you have - and longer if you choose to stay with us as a client on an ongoing basis.
What can be included in the plan but incurs additional fees for implementation:
The above is not an exhaustive list of everything that is included and excluded but it covers the most commonly relevant areas.
Husband + Wife with 2 young children
Both were high-earners with combined household annual income of £275,000. They owned the house in which they lived. The household was saving £5,000 per month. Our plan included:
Single 35-year old Adult earning in excess of £300,000 per year
Client owned the flat in which they lived. Financial objectives were fairly indeterminate but they knew that they should be doing something sensible with the £8,000 per month that they were able to save. Our plan included:
Testimonials, Media and Awards
We are extremely proud of the work we have done with clients since our inception in 2017. Some of our client's testimonials can be found here. We can also arrange for you to speak to an existing client before committing to work with us, if you so wish.
Our work with higher-earning professionals has been featured in The Telegraph and our Director of Wealth Management, Scott Tindle, has discussed our work on a podcast with Professional Adviser which you can listen to via SoundCloud here.
TindleWealth was shortlisted in 2020 for Portfolio Advisers' Wealth Manager Rising Star Award.
Can we help you?
Our financial planning service is most likely to be great value when the following conditions are met:
If the above conditions are met and the prospective client is not already working with a financial adviser then it is very likely that we will earn back our £2,400 fee by saving the client tax either immediately or in future years via tax-efficient investing.
Contact us to schedule a complimentary consultation.