Services & Fees
Straightforward, personalised 1-to-1 support. No subscriptions, no courses, no group sessions. Just clear advice that works for you.
FREE 15-Minute Discovery Telephone Call
A relaxed chat to see how I can help and answer your questions.
Financial
MOT
£200
A health check for your finances.
- Clear cashflow snapshot
- Spending, savings, and debt review
- Strengths, gaps, and opportunities highlighted
- Practical steps you can act on immediately
I explain everything in plain language so you always understand your options.
The Process
- 60 minute planning session via Zoom
- 30 minute follow up meeting via Zoom to discuss written report
- Written report
Independent
Second Opinion
£200
Already working with a financial adviser? I will provide a completely impartial review of their recommendations. Honest, unbiased feedback with no conflicts of interest, giving you confidence in your choices.
The Process
- 30 minute fact finding meeting via Zoom
- 30 minute follow up meeting via Zoom to discuss written report
- Written report
General Financial Support
£40 per half-hour
Your pension is YOUR responsibility. You should know:
- Where your pensions are held
- What your pensions are invested in
- How much your employer pays into your pension
If you're unsure about any of this, I will help you understand where to look for information, and how to take control.
I can help you to:
- Transfer and consolidate your pensions safely
- Open investment accounts
- Choose the right platforms
- Provide step-by-step support at your pace
Flat-fee pricing in easy-to-manage half-hour blocks so you only pay for what you need.
Contact
07845248267
contact@mypersonalfinance.uk
As a qualified financial planner, I can provide detailed financial information and guidance that considers your goals and objectives. This guidance does not amount to a personal recommendation or
financial advice, and no recommendation on specific actions or products will be given.
My Personal Finance Limited is a company registered in England and Wales with company number 16637814