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.
FREE 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 your Financial Plan.
The second meeting is to present the Financial Plan and discuss any financial solutions and support you to take action.
We can assist you in the following areas:
- Budgeting
- Mortgages
- Life Insurance
- Private Medical Insurance
- Serious Illness Cover
- Income Protection
- Investment Planning
- Estate Planning – Wills, Trusts, Lasting Power of Attorney
- Pensions & Retirement Planning
- Building and Contents Insurance
- General Insurance
- Debt Management
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.
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.