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Expert one-to-one financial guidance, billed by the hour. Book as much or as little time as you need — ideal if you have a specific question, want a second opinion, or are ready to act on part of your financial plan. Jörg Schlüter, Chartered Wealth Manager with 30+ years of experience, works through your situation with you in a focused Zoom session. An estimate of the time required is provided before work begins.

Ad Hoc Consultancy

£250.00Price
Quantity

    Goalset Financial Limited provides "educational financial services", which the Financial Conduct Authority (FCA) Handbook PERG 8.26.2 and Section 22 of the Financial Services and Markets Act 2000 state does not require FCA regulation. These educational financial services fall under the jurisdiction of general consumer laws in the UK, including the Consumer Protection from Unfair Trading Regulations 2008 and the Consumer Protection (Amendment) Regulations 2014. The Competition and Markets Authority oversee us. Clients of Goalset Financial Limited are protected by consumer protection regulations, granting them a private right of action not available to clients of FCA-regulated firms. For additional information see our terms and conditions. Please feel free to contact us. Goalset Financial Limited is registered in England & Wales under company number 15285226, registered office address Bishops, Furners Lane, Woodmancote, Henfield, West Sussex, England, BN5 9AE.

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