Creation of your ‘Financial Master Plan’ £1500
We’ll make sure you get the right advice for your individual needs. All of our packages are for a one off fixed fee payable on delivery of our report to you. You will know exactly what you are paying up front with no hidden extras.
We will look at every aspect of your finances; investments, pensions, inheritance tax and life insurances. We will answer your questions;
• What am I worth?
• What protection do I need to protect my dependents?
• What income will I receive in retirement?
• What should I be doing differently?
• Am I paying too much tax?
• Are my investments working for me?
RockWealth will work with you to answer your questions and to provide solutions. We will make a complete financial health recommendation and produce your own unique financial master plan.