Financial health checks and one-off reports

We can produce an financial advice report, on a one-off basis, on almost any aspect of your financial situation. We have particular expertise in pension and investment matters.

For example, we can provide a report on:

  • Your usage of the pension Lifetime Allowance, and how to manage the potential tax charges that can ensue
  • Your usage of the pension Annual Allowance, and how to mitigate resulting tax charges.
  • The funds that you own within your pension or investment portfolio (i.e. whether they are suitable for you, and what changes we would recommend)
  • Your spending plans in retirement, and whether you have the income to fund them (this can help decide if you can afford to retire now or not)
  • A full analysis of your cashflow situation (i.e. how your income compares with your spending, and what savings pots you are likely to build up over time as a result)
  • Many other financial matters - just ask for details

The charge for such a report varies depending on the subject, but is generally between £295 and £795 (with no VAT to be added to this).

Please get in touch if there is an issue that you would like as to provide a report on.

Financial report service, Wetherby IFA

Independent financial advice. Regulated by the Financial Conduct Authority (FCA no. 603653). A brand of Dalbeath Financial Planning Ltd (company no. SC450460)