Justin King receives award for fixed fee financial advice from Boring Money Advice Awards 2021
Offering fixed fee retirement planning advice is a crucial part of how we work. When people come to us to looking for help to understand their finances and create a plan for their retirement, the most important thing is getting clarity about their financial future.
Have you got enough?
Will you outlive your money, or will your money outlive you?
How should you take your pensions tax efficiently?
These questions are answered by understanding what a successful retirement looks like to you, then building a lifetime cashflow forecast to illustrate how best to structure your assets to provide the life that you want. I follow our Retirement Success RoadMap to give you that clarity, for which we charge a fixed fee.
I am delighted that the find-an-adviser website Boring Money has recognised our work.
Boring Money are the newbies on the adviser search block but are taking the popular find-an-adviser sites like Unbiased and Vouched For by storm. They offer free, impartial guidance to normal people via their blog, helping you make better choices about your money.
I have been awarded ‘Highly Commended’ in this year’s Boring Money Awards as the ‘Readers’ Favourite Fixed Fee Adviser’. Hopefully this will help raise awareness of the availability and benefits of fixed fee financial planning advice.