office  01483 600711
freephone  0800 0831382
SMS  07879 815439


 

MoneyIQ Services

Financial Planning provided by Qualified Financial Advisers

FREE Initial Consultation either on phone or face to face

  • Overview of current financial arrangements
  • Comment on current financial position.
  • No obligation.
  • Basic strengths and weaknesses of position.
  • Discuss your concerns.
  • Outline how MoneyIQ might be able to help.

Full Financial Health Check - £895 + vat

  • In depth analysis of current financial arrangements
  • Full report on current financial position.
  • One hour feedback session either in person, video call or phone.
  • Strengths and weaknesses of position.
  • Recommendations for further action.

Quick Financial Health Check - £495 + vat

  • Current financial arrangements form completed by you.
  • Summary report on current financial position.
  • Half hour feedback session either in person, video call or phone.
  • Strengths and weaknesses of position.
  • Recommendations for further action.

Annual review - £895 + vat - or £75 per month

  • Full update on current financial position.
  • Two hour feedback session either in person, video call or phone.
  • Strengths and weaknesses of position.
  • Recommendations for further action.

Financial Education Workshops

One day Financial Intelligence workshop - from £1200 + vat

Open workshops - from £155 + vat per person.

  • Up to 48 participants.
  • Game play.
  • Principles of Financial Intelligence.
  • Understanding Financial Statements.
  • Resulting strategy for dealing with all financial situations to become wealthy.

Bookkeeping

Bookkeeping Services - from £100 + vat per month

  • Please discuss your requirements., we can be flexible to your needs.
  • Price can be fixed price or variable on a time basis.
  • No long term contract.

Accounts

Accounting Services - from £150 + vat per year

  • End of year sole trader accounts including tax return from £150 + VAT depending on complexity.
  • End of year company accounts including corporation tax return from £250 + VAT depending on complexity
  • Please discuss your requirements., we can be flexible to your needs.
  • Price can be fixed price or variable on a time basis.
  • No long term contract.

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