Financial Planning

We assist clients with their financial planning in all life circumstances including:

Our Personal Financial Planning service is refreshingly different


Our key points of difference are that we:

Advantages of our independence and flexibility

Our clients:

Our personal financial advice services are provided by Craig Wylie,  a Principal of C Squared Consulting Limited, who is both an independent  Authorised Financial Advisor and a Certified Financial PlannerCM .  He was formerly a Chartered Accountant in Public Practice..

Adviser Disclosure Statement is available on request and free of charge.

Advice/coaching sessions: Are generally 1 hour with the number of sessions dependent on individual requirements.  Our services are provided in person or via electronic media.

For further information or an appointment please contact us by email or phone 04 282 0809.

Related Services:

Financial Advice

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