The Premier Offering is for those who don’t need a full financial plan but who perhaps are interested in getting up and running with their pensions/investments/protection. We will show you your current financial path, current financial future and date of financial independence over three meetings. Plus we will give some guidance in getting you started with any products you wish to get underway.

If you are not a high earner or you don’t have lots of investable assets, or you don’t work for yourself you might be better suited to our Premier offering.