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01483 600711
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MoneyIQ Services
Accounts
Accounting Services - from £240 per year
- End of year sole trader accounts including tax return from £240 depending on complexity.
- End of year company accounts including corporation tax return from £300 depending on complexity
- Please discuss your requirements., we can be flexible to your needs.
- Price can be fixed price or variable on a time basis.
- No long term contract.
Bookkeeping
Bookkeeping Services - from £100 vat per month
- Please discuss your requirements, we can be flexible to your needs.
- Price can be fixed price or variable on a time basis.
- No long term contract.
Financial Planning provided by Qualified Financial Advisers
FREE Initial Consultation either on phone or face to face
- Overview of current financial arrangements
- Comment on current financial position.
- No obligation.
- Basic strengths and weaknesses of position.
- Discuss your concerns.
- Outline how MoneyIQ might be able to help.
Full Financial Health Check - £895
- In depth analysis of current financial arrangements
- Full report on current financial position.
- One hour feedback session either in person, video call or phone.
- Strengths and weaknesses of position.
- Recommendations for further action.
Quick Financial Health Check - £495
- Current financial arrangements form completed by you.
- Summary report on current financial position.
- Half hour feedback session either in person, video call or phone.
- Strengths and weaknesses of position.
- Recommendations for further action.
Annual review - £895 - or £75 per month
- Full update on current financial position.
- Two hour feedback session either in person, video call or phone.
- Strengths and weaknesses of position.
- Recommendations for further action.
Financial Education Workshops
One day Financial Intelligence workshop - from £1200
Open workshops - from £155 per person.
- Up to 48 participants.
- Game play.
- Principles of Financial Intelligence.
- Understanding Financial Statements.
- Resulting strategy for dealing with all financial situations to become wealthy.
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