Hourly
Complex decisions take extra consideration. Sometimes it’s a group decision. We’re on hand to help with all the advice you need.
Appointments to 9pm, Low or No Fees, with all Financial Advice services available in house.
What's On This Page?
Get In Touch
What we do
Sometimes there may be a more in-depth discussion required on all aspects of a potential legacy, estate planning, Will or Trust and their implications for you and your family. On occasion there may be more complicated Pension or Investment recommendations that concern more than one party. We cater to groups in this way specifically by offering the facility to arrange an appointment with us to go through all concerns and queries together in a live format. There may also be ad hoc financial advice required that doesn’t necessarily or directly fall within the confines of the services listed, we can also cater to this when required.
How we do it
Here at Open Financial Advice, we’re unique in offering an arranged hourly group appointment and ad hoc appointment to advise and troubleshoot directly in a live setting. Our aim is always to obtain the best outcome for you. No matter the complexity, we will be able to make excellent and efficient use of the allotted time to advise you on all required points, any concerns, and finalise the meeting with all parties in receipt of all of the required information to make the decision that is right for you.
Why work with us
In our access to a full range of services, we’re in a position to advise you fully across all areas of financial planning, mortgage and financial security needs and later life planning. In complex situations, these areas can overlap, making it difficult to make a decision. Scheduling an hour, at a reduced cost in the use of another our services, is a unique way to get to the crux of the issue and work through this with professional guidance.
Speak To An Expert
We’re here to advise you in a holistic way to help you meet your goals now and in the future.
Families
Complex financial and legacy planning may impact multiple individuals where it comes to IHT, income taxation, capital gains and financial freedoms. We understand that this may require a more considered approach in order to make a decision that works for everyone, and time is available to go through each concern individually and comprehensively before implementation of advice.
Businesses
Setting up a pension or a share/save as you earn scheme for your company may require a feathered approach, accommodating multiple facets of your business. Firstly, this may be implications to directors and which pension or investment options may be best suited to this group specifically. Secondly, there may be additional factors on top of standard employee pension scheme requirements, for example the option additional pension contributions as a benefit for senior executives as an attractive benefit to work within your firm. Thirdly, training for you and your staff on how your pension works, benefits and limitations, tax and national insurance, and our ongoing servicing to you may be important and we can cater to all considerations individually.Trusts
There may already be an active trust or trusts in place involving a group of people, each of which have their own drivers, income, tax liabilities, and overall requirements. There may be guidance required on how best to facilitate each need specifically, the implications of the trust/trusts in place and how this impacts the position for each group, what changes to the trust can be made including agents of the trust, trustees and beneficiaries or other general trust needs. We’re available to assist you in triaging both big picture trust needs down to the individual needs together.
Trusts
There may already be an active trust or trusts in place involving a group of people, each of which have their own drivers, income, tax liabilities, and overall requirements. There may be guidance required on how best to facilitate each need specifically, the implications of the trust/trusts in place and how this impacts the position for each group, what changes to the trust can be made including agents of the trust, trustees and beneficiaries or other general trust needs. We’re available to assist you in triaging both big picture trust needs down to the individual needs together.