Packages

Please contact me here to discuss any of the packages below

Free Seedling Session

15-minute free introductory call – Start with a relaxed, no-obligation chat so I can understand what you’re looking for and you can understand how I could help you.

The Bloom Binder – from £395

A one-off, in-depth service to bring all your financial affairs together in one place. This Includes:

  • An in-person meeting
  • Review of key documents and bank statements
  • Help organising financial paperwork and accounts
  • Creation of a bespoke physical or digital folder collating all key financial information in one place.

"On Death" File - from £295

An extension to the Bloom Binder and an invaluable physical/digital file to leave for your next of kin on your death to include:

  • Key personal documentation eg birth and marriage certificates
  • A copy of your will
  • Professional advisor details
  • Power of Attorney documents
  • Details of your family and next of kin
  • Advanced statement of wishes and care preferences
  • Your wishes for burial or cremation
  • Other wishes for your funeral
  • A short history of your life and family

Seasonal Bloom Review

Additional services and ongoing support to include:

  • Personal Tax review
  • Banking review 
  • Estate planning review 
  • Attending meetings with  professional advisors to translate the jargon and ask relevant questions
  • Setting up Power of Attorney documentation
  • Update of your Bloom Binder or “On death” file

Gift a Bloom

Allow loved ones to purchase one of these packages for someone who might benefit from my support