Making the most of surplus income
Charlie & Sam contacted us directly via Google. They had recently moved from London and their business had really taken off. They had quite a lot of income spare each month and wanted to make it work for them and provide a safety net for any emergencies. Retirement felt like a lifetime away, for them it was about having options and making wise decisions early in life.
- Financial MOT – £995
- Setting up ISAs – £1,000
- Ongoing charges on an investment on £20,000 – £200pa