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Advice Talk to a Financial Adviser with Strabo

Talk to a Financial Adviser with Strabo

As a Strabo Pro user, we hope that you find the tools we provide more than sufficient to self-manage your investments. That being said, we know that everyone has their own unique circumstances, and sometimes you'll want to commission the help of a professional.

Free Sessions

In fact, we strongly encourage even just having a one-off session with someone qualified if you feel like your circumstances have evolved beyond your own capabilities. For that reason, we've partnered with David Henry at Beechgrove Financial Planning in London.

David has been instrumental in providing support to Strabo over the last couple of years; he's one of the good guys. He takes no commission or fees from us or any product provider, and offers these sessions completely free of charge with no obligations.

You can simply click to book a call and enjoy some high-level advice on where to go next or what you should be thinking about. After that, if you decide to make use of his services, you can read about his fee structure below.

Fees for financial advice

Beyond that, he does offer financial planning on a fixed fee basis, which means that he can be completely objective in his recommendations. If you are thinking of proceeding with financial planning on a more formal basis, you can read about this fee structure here.

This is a comprehensive undertaking with 6 steps:

  1. Discovery

  2. Preparing a Financial Plan

  3. Presenting the Financial Plan

  4. Making Recommendations

  5. Implementing Recommendations

  6. Ongoing Review & Council

Newsletter

David also runs a superb newsletter, The Money Den, where he breaks down financial news, investment topics and popular fallacies. It is specifically designed to be accessible to all, so please do subscribe. You can find the link to do so here.

Beechgrove Financial Planning is. Trading Style of Sylva Financial Planning Limited (authorised and regulated by the Financial Conduct Authority - FCA No. 523565. Registered in England & Wales No. 07165472). Registered Office: Wing 1, 9th Floor Berkeley Square House, Berkeley Square, London, England. The FCA does not regulate taxation, trust or legal advice.

Investments can go down as well as up in value, so you may get back less than you invest. Past performance is not a guide to future performance.

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