The Sanity Check

An MOT - and service - for your retirement plan

When will you be able to retire? How much will you need to enjoy it? And how can you give the money you've got the best chance of meeting that target?

These are the most popular questions most of have ask about money. Which is why we've introduced the Sanity Check.

What to expect

Our Sanity Check will:

  • Look at what you have 
     

  • Consider what you want
     

  • Map your opportunities 

  • Highlight your strengths 
     

  • Identifies any weaknesses

  • Check durability in the face of threats or adverse conditions

The result is a route map to your future. The shortest route. The quickest. The easiest route in good weather. Allowing you to set a benchmark of where you are. And track your future progress over time.

But it also provides a back up plan. In case of traffic. Or a storm rolling in. So you'll know the diversions you can take, should you ever need to make up for lost time.

How it works

  • You tell us what you've got
     

  • We analyse that in various scenarios
     

  • Highlight all the good points

  • Make suggestions for what might be improved
     

  • Help confirm some goals you can work with
     

  • Finalise an action plan of next-step priorities

  • Discuss the findings (online) - and answer any questions you have

 

You then receive the complete information pack: research findings, action plan and recording of your consultation. Giving you something to refer back to as future opportunities arise.

All inclusive fee: £ 429 *

Start Mapping

If you'd like to discuss the Simplified Sanity Check, and see how it might help you get on the right road, book in for a 15 minute, no-obligation chat.

We look forward to speaking to you.

*Please note: Simplified Money supports individuals holding up to £350,000 in pensions, savings and investments.
Our prices include VAT where payable.

 

The Sanity Check is the first step in all our relationships, including those which progress to full regulated financial advice. However, this is legally a 'Guidance' service. The cash-flow planning process is not regulated by the Financial Conduct Authority.

These links will take you away from our regulated site

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The guidance outlined and advice plans offered via this website are both subject to UK regulatory regime and therefore

restricted to consumers based in the UK.

Simplified Money Ltd is an appointed representative of The On-Line Partnership Limited which is authorised and regulated by the Financial Conduct Authority. Registered in England, no: 9740076; Registered Head Office 7/8 Eghams Court, Boston Drive, Bourne End, Buckinghamshire SL8 5YS

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