Weybrook Financial Management Limited
Guildford, Surrey, GU1 2HN
We have seen an increasing demand for a Q&A based Financial Service. We can now offer this to our new clients at a competitive price.
Fixed Price Financial Advice meeting – £225 for an hour.
What sort of questions do you normally answer?
The list is endless but common themes this year are:
If you fully complete and return our ‘Financial Planning Factfind’ in advance of the meeting (Which we will email to you and we would strongly recommend you complete) we will be able to analyse your current position and offer more detailed guidance when we meet.
Of course you may feel you wish to instruct us to provide a Full Financial Planning Service, but this of course is up to you. An hour may be all you need……………. And that is the Prime focus of this service.
Any fee you pay in conjunction with our ‘How about an Hour Promotion’ will be offset against the costs of our full financial Planning service.
Other Financial Guidance services are available from the following organisations:
The Director and owner is Peter Grant, with a wealth of knowledge from over 26 years industry experience.
Peter is a Pension specialist by qualification from the Chartered Insurance Institute.
He is also a consultant in Long Term Care and Equity Release matters by examination.
Please click here for our full *schedule of fees.
Click here to contact us to arrange your initial consultation.
*This schedule of fees does not apply to existing clients or referred clients.
Separate fee schedules may apply. Please contact us for directly for further information.