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Transactional Advice - Retirement Planning - Phone / Virtual

Transactional One-Off Wealth Advice - without Ongoing Service

£1500.00

Phone / Virtual Advice Presentation Discussion included: a review of your Retirement Planning (existing and / or new money) including specific recommendations, with a lower initial fee and a £0 Implementation Charge if you subscribe to one of our two levels of Ongoing Advice Service. This will include a Target Pension Contribution Analysis to see if you are on track to meet your income in retirement goals, identify any shortfalls and to advise on suitable contribution levels, making certain assumptions about growth, charges and inflation, which are deemed reasonable.

£1,500 Fee is per Advice Report, per person, per advice area.