What I Do
I work with individuals, couples and small business owners.
Ultimately, my clients all want to achieve the same thing, ensure they are making the most of their money and it’s helping support the life they desire. What this looks and feels like is very different to each client and what makes their financial plan unique to them and their circumstances.
Typically, my clients fall into one of three main life stages
1. Building Wealth
Here clients are at the stage where they are juggling a young family, mortgage repayments but have a desire to make their disposable income (the bit that’s left over at the end of the month!) or the savings they have accumulated work harder for them.
2. Thinking about Retirement
At this point, my clients are typically five years plus away from retirement and want to understand whether they are on the right track to achieve their desired retirement lifestyle.
3. At Retirement
Clients are at the point of retiring or will be doing in the short term and want to know the answer to the key question – have I got enough?
Small Business Owners
I’ve found that many business owners struggle to give their personal finances the same time and energy as they do managing their business, despite being the linchpin between the two.
In my opinion, having a life plan is just as important as a business plan and is built on the same principles and foundations.
We need to understand ourselves, our values and what really drives us, like we do in our business. It requires evaluating where you are now, looking ahead to where you want to be and building a plan to get you there!
How to work with me & what it will look like
I work on a fixed fee or hourly basis to keep things simple and I have various fee options depending upon where you are in your financial journey and what support you currently need.
Ideally, I like to work with my clients on an on-going basis and build a lasting relationship as I believe this where the real value of long term financial planning is achieved but I appreciate that not everyone may feel the need for that level of support so I will also consider working with individuals, couples and business owners on a one-off basis to help get them on the right track.
Once we have established what support you need and the scope of the work involved then we will agree a fee in advance of any work being undertaken.
My initial fixed fee starts from £350 and my hourly rate is currently £150. A full breakdown is in my Client Agreement which would be issued in advance of any initial meeting.
If you would like to hear more about how we can work together and how I will be able to help you then please get in touch.
The initial meeting/video call is on me.
Get in touch
Contact Rebecca to discuss your financial strategy…
Phone: 07816 971766