Working with us
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What happens at the annual review
An hour, once a year, in which we ask what has changed in your life, run the plan again against…
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How we charge
A fixed fee for the plan, and a percentage for ongoing management, both written down before you agree to anything.…
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What independent actually means
That we can recommend any product from any provider, and that nobody pays us to prefer theirs. The word is…
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The first conversation costs nothing
An hour, no charge, no obligation, and at the end of it we will tell you if you do not…