Why Feel Good About Money?
Click here to find out some good reasons to become a Feel Good About Money Client
You've seen your financial adviser, but do you have a full picture of your financial affairs? A Retirement Plan? A plan for your Estate?
After a Feel Good About Money Review you will have
- A written Summary of your Financial situation including our comments and suggestions
- Tables summarising your financial situation.
- A retirement plan.
- A summary of your Estate
- A range of planning facilities including
- Protection Planning Facilities
- A Retirement Planning Facility and Modeller
- Estate Planning Facility and Modeller Key Dates Facility
- A Mortgage Budget Planning Facility and Modeller
Your protection plans will have been checked for value for money.
- Initial Consultation at our expense
- One Off Advice or Ongoing Service
- A comprehensive review or advice on a single issue.
- Options available for one off advice and ongoing service
- Dedicated Adviser and Account Manager
- Access to our Monitored Portfolio Service for pensions and investments
Other options include In depth Will Reviews and access to our Executor Planning Facility.