First Meeting
Our initial meeting is at our cost. You will meet one of our SOLLA accredited advisers to discuss your situation. We offer this meeting in person, telephone or via video conferencing.
Guidance Letter
If you need confirmation on the guidance we can offer this can be provided to you. This is to help sign post you in the right direction and navigate your way through the care system. The cost for this will be between £300 and £750 depending upon the time spent to address the matters you have raised.
Regulated Financial Advice
If financial advice is required then it falls under FCA regulation. This involves preparing a comprehensive report providing recommendations on later life planning. We will ensure that the recommendations are implemented with all the necessary documentation completed. The minimum fee for regulated financial advice is £1,500.
