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Confessions of a Shopaholic
I am approaching retirement
Q: What are the options offered to me..?
Nothing like the holidays
We are unsure of our finances
Q: What are our options post retirement..?
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Confessions of a Shopaholic
Based upon the information that you provide, we will quote a fixed fee using our current hourly rate of £195, giving you certainty as to the cost of exercise.
Confessions of a Shopaholic
Fee Based Advice Limited are a highly qualified team of advisers with extensive financial experience in the areas of Inheritance Tax, Investments, Pensions and Retirement Planning.

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FSA

Get Fee Based Advice

If you are thinking about taking Fee Based Advice - or if you have already decided you want it, we will need to gather some information about you. To make this process as easy as possible we have a questionnaire you can download, print off and complete at your leisure. We have written the questionnaire without any jargon or complexly phrased questions - however if you do have a problem with the questionnaire please contact us.

Once you have completed the questionnaire, please post it to us with photocopies of any relevant supporting information - our address is in the questionnaire and also on our contact page.

We will consider your case and identify the areas in which we can help. You will be quoted a fixed fee. If you decide to proceed and give your written instructions, we aim to report to you within 10 working days.

Download the Questionnaire in Microsoft Word format - Click Here.

If you would prefer the questionnaire in a different file format please contact us.

 

To begin the process of receiving our advice we will need to collect some information from you - when you are ready to proceed please follow this link by clicking here...

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Pensions Advice

Confessions of a Shopaholic
Pension Advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.

Residential Care

Residential Care Advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.

Investment Advice

Confessions of a Shopaholic
Investment advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.

Taxation Advice

Taxation Advice from a Chartered Financial Planner. Click here to view a selection of questions and answers as examples of how we may help.