TheNerryGroup
Book a Session with me:
FREE 15 Minute Enquiry Call
Book a free no obligation 15 minute consultation so we can see how we can help you.
Please note: The free Enquiry Calls available to book via this site are not to provide information, guidance, coaching or mentoring regarding your financial situation.
If you need support on your financial situation but not sure whether you want to commit to a full 2 hour package please book a bespoke 30 minute initial consultation (Fee £199).
30 Minute Initial Meeting
Book an initial 30 minute consultation so we can see how we can help you.
Bespoke 30 minutes to go through any or all of the following topics to help you achieve your financial goals;
Achieving your Financial Goals
Money Management
Debt Management
Self-Employed Tax efficiency
Personal Mortgages and Housing
Buy to Let and Commercial Property
Retirement Planning
Investments
Cost: £199
Note:
If you prefer a longer session instead, please book our 2 hour bespoke session
£750
Personal Finance
Book a meeting with me for 2 hours!
Topics to choose from:
1. Financial Education
2. Financial Health Check
Cost: £350
Bespoke Package
Book a meeting with me for 2 hours!
Bespoke 2 Hours to go through any or all of the following topics to help you achieve your financial goals;
Achieving your Financial Goals
Money Management
Debt Management
Self-Employed Tax efficiency
Personal Mortgages and Housing
Buy to Let and Commercial Property
Retirement Planning
Investments
Personalised 30 day action plan after the session
15 minute accountability call
Cost: £750
6 Bespoke Wealth Coaching Sessions
6 Bespoke sessions to go through any or all of the following topics to help you achieve your financial goals;
Achieving your Financial Goals
Money Management
Debt Management
Self-Employed Tax efficiency
Personal Mortgages and Housing
Buy to Let and Commercial Property
Retirement Planning
Investments
Personalised 30 day action plan after each session
15 minute accountability call between each session.
Cost: £3500
Business finance for Sole traders
Lets discuss how you can save money (and taxes) within your business.
Topics we can discuss will include but not limited to;
How to file and manage your accounts yourself to not rely on an accountant.
What deductions can you utilise in your business now that you may have missed.
Reviewing your previous years taxes and how they could have been improved.
How to plan your profit to stay under a specific threshold.
How to plan the profit in your business to match personal life events and goals.
Note:
If you would like to go through your personal accounts on the first session, please be ready to have your previous bank statements and tax returns for us to go through during the appointment.
Cost: £399
Initial Property Consultation
Book a meeting with me for 4 hours!
Bespoke 4 hours to go through the progression of your property journey
This can include, but not limited to;
- Understanding your current financial position.
- How to get funded with your current position.
- How Property can fulfil or enable your life goals.
- What to look for when viewing property.
- How to calculate what you should offer on a property.
- How to calculate if this property is a good investment for you.
- Understanding different strategies that can be used for your properties to determine what is best for you.
and more..
This package also includes:
Personalised action plan after the session
15 minute accountability video call after the session
Cost: £399
Note:
Please bring the following items with you;
Most recent
Bank Statements
Credit card statements
Loans
Mortgage statements
Details of your current properties including;
Number of rooms (floorplan if you have them)
Rent
Mortgage details
Property Package
Book a meeting with me for 2 hours!
Bespoke 2 Hours to go through anything to do with the progression of your property journey
This includes;
- How to get ready for a mortgage
- The process of buying a home
- What to look for when viewing property
- How to calculate what you should offer on a property
- How to calculate if this property is a good investment for you
- Understanding different strategies that can be used for your properties to determine what is best for you.
and more..
This package also includes:
Personalised action plan after the session
15 minute accountability video call after the session
Cost: £399
