With SpringGen, you’re in the driver’s seat.
Take your first steps into the world of financial planning with Money Management. With collaborative service packages to suit your needs, your Money Management experience is unique to you and will grow with your plans.
Money Management
Are you embarking on your financial planning journey and want to check you are on the right track? We can guide you in making smarter investment, pension and insurance choices and help you plan for your financial future.
What is the process?
Book in some time for a free initial chat
Prep for the meeting by collecting your financial thoughts and challenges
In the meeting, tell us about yourself and ask any questions. In return, we will explain what we can do for you and outline our fees
Decision time: Ready to start your financial journey with SpringGen?
Once you come on board, we start the planning process. There will be some paperwork to sign, and you can manage your documents in our secure online portal
Over the year, we will keep in touch and you will be invited for an annual review to discuss your portfolio and any developments
What are the fees?
For our Money Management service, there will be a one-off fee from £375 and ongoing investment fees starting from 0.75% will be taken from your investment annually (subject to a minimum of £150 per year).
Should you require a review of existing investment, insurance or pension policies, other fees will apply.
Ready to start your financial journey?
