Saving you time and money!
We are truly a boutique business and provide a unique service focused on resolving the financial challenges faced by professionals, busy business owners and senior executives. We do your heavy lifting so that you can get on with doing what you do best.
Three stop process:
- - Discuss and anyalyse what you have
- - Review & implementation
- - Monitoring
% Client Satisfaction
How We Work
We offer a personalised service tailored to you, we will research the market for the best solutions and offer impartial, unbiased advise.
- We have years of experience in all areas of the financial markets.
- We listen to our clients’ needs and help them to make fully informed decisions.
- We can show our clients how much money they need to maintain their lifestyle for the rest of their lives.
- We make our clients financial affairs as simple and efficient as possible.
Actually, it’s about YOU!
At Plan Review, we have a clear vision of what financial planning should look like. Unlike most financial advisers we do not purely focus on financial products and investment returns. Everything we do is about YOU and your life. We understand that your money is simply the tool to enable you to live the life you want.
Getting to know YOU
We are always prepared to listen and discuss your requirements in depth. By taking the time to really get to know YOU we can make sure that we fully understand what’s important to you. We can then help you to fully understand the financial choices you make and build your plan for a secure financial future.
We are here for YOU
We meet with you regularly to keep up to date with your current position and make sure your financial plan stays on track. Just like life, your financial plan is not static; if your needs change we will review your financial plan to make sure that it continues to work for you both now and in the future. We are always happy to hear from you and to answer any questions or queries.