Hi guys,
Background - I have 10 years experience in the financial planning/advice industry and are a fully qualified financial planner.
I am doing some research to find out if the following services would be useful to people. We would like to help the 99% of the population who either can't afford financial advice or don't have enough invested assets for them to be a valuable client to a financial planning firm.
Services would include:
There will be no hidden ongoing fees! I would like to charge a one-off fee for this service of £500 - £750 (undecided).
Background - I have 10 years experience in the financial planning/advice industry and are a fully qualified financial planner.
I am doing some research to find out if the following services would be useful to people. We would like to help the 99% of the population who either can't afford financial advice or don't have enough invested assets for them to be a valuable client to a financial planning firm.
Services would include:
- Analysis of current financial situation (Income/expenses/emergency fund/current investments and pension)
- Detailed cashflow modelling - Visualised (To check affordability of goals and retirement/stress test cashflow against inflation and market downturns)
- Debt Management (if needed)
- Education and financial literacy (based around any products or investments they have or are looking at/ education the client through self-invest platforms and funds)
- Protection shortfall/needs assessment
- Client has inherited a lumpsum of money and is unaware how to invest
- Client holds a large amount of cash and isn't financial educated enough to deal with it
- Someone looking to retire soon and are unsure on the affordability and options available
- Someone who has never reviewed their personal financial situation
- Young people looking plan for their future (First time buyers/LISA/Mortgages)
- ect...
There will be no hidden ongoing fees! I would like to charge a one-off fee for this service of £500 - £750 (undecided).
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