OUR SERVICES
Charmaine Simpson and her team will provide a wide range of professional services to meet your needs. We promise to provide every service with a smile and to your highest level of satisfaction.
A Personalised Financial Plan
A Personalised Financial Plan
We will help you complete a questionnaire to identify your present circumstances and future financial objectives.
Personal Protection
Personal Protection is an important factor in most plans and we aim to help families to identify the different types of protection that they may need
Debt Solutions
Our specialist provider can help with any debts including credit cards, loans etc, IVAs & bankruptcy.
Wills and Trusts
Making sure you have an up to date will is a crucial start to planning your legacy and providing the relevant trust for your family.
Pensions
Our provider for pensions are able to provide you with guidance on what to do with your current pension pot to plan for your retirement.
Commercial Insurance
Commercial insurance covers businesses for the financial risk of compensation claims made as a result of illness, injury or loss of property. There is a wide range of products to choose from including professional indemnity, public liability and more.
Buildings and Contents
We have a specialist service provider for combined insurance, buildings insurance, contents insurance & landlord’s insurance.
Financial Coaching Service
We offer a wide range of services to meet every type of need.
We do this mainly through a two appointment process.
The first meeting is to educate the client teaching them valuable financial concepts they can apply immediately. At this meeting with gather information from them which enables us to prepare what we call a Financial Game Plan Report.
It covers things like, your net worth, how to plan for your goals and dreams factoring in inflation and how to retire, debt clearance strategies and how to work out your protection needs, save more money and how to make more money as well as giving them even more financial education.
The second meeting is to present the Financial Game Plan Report and discuss any financial solutions and support you to take action.
Sessions can take place via Zoom meeting over the internet.
Want to know if my services are right for you? I'm here to discuss your financial situation, my financial coaching services and if it would be a good fit for your needs & provide you with financial insight.
Please note that our Financial Coaching service is currently only available for those who live in the United Kingdom.
Interested in our services? We’re here to help!
We want to know your needs exactly so that we can provide the perfect solution. Let us know what you want and we’ll do our best to help.