Typically, the clients who tend to get the most from this offering have a household income of €150,000+ per annum and/or have €500,000+ of investable assets (total amount of money you have, including bank accounts, pension accounts and investments) and/or they work for themselves. These figures are only indicative and if you would like to book in for a Private Client plan please click the below button ‘plans & prices.
If you are unsure if you are a Private Client, why not take our handy self-assessment questionnaire? Just click here to start the questionnaire. Would you like to learn more about financial planning? click here to read our detailed overview.