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2nd Opinion

Our '2nd Opinion' service for individuals who are not taking one of our annual services comprises of a meeting and a report. It evaluates your options and alternatives and recommends solutions to your financial planning concern.

In practice, the written report can be the start of building your Financial Plan that contains the rationale and detail of the instruction to the IWM asset manager. 

We have offered this service to subscribers to Bloomberg Money, Money Wise, Money Observer, and for readers of The Independent - with consistently positive feedback from readers and editors. Please note that the 2nd Opinion Service leaves implementation of your decisions to you. 

Fees

We charge £650 + VAT, VAT is not due if you are not resident in the EU area. We offer a Guarantee of Satisfaction which requests you to make payment only after you agree that you have received value. To apply please contact us for an initial and personal discussion of your situation, and for us to become well briefed on what result you will find to be of value. Would you kindly on first contact request to talk to our Client Relationship Manager, Irina Iordanova.