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.