A 1-1 session with one of our lovely financial advisors to give you a better understanding of your finances and help to answer any questions you may have.

In this session you can expect:

● A 1-1 chat with one of our lovely advisors.
● A short factfinding exercise to understand your needs and concerns.
● Discuss your goals and create a plan for next steps.
●This session is perfect for anyone who wants a better understanding of their finances and wants help to achieve the financial goals.

This session, developed specifically to support our charity partner, Together Co, is £250

Brighthelm Financial will donate 10% of every Brighthelm Financial 1-1 Session to Together Co, our charity partner