Our Makeovers are designed to offer those with busy lives to become ‘financially well organised’, or to assist with an important decision.
Over a three day two-night break in a choice of Cornish resorts, we will review existing financial planning, or if appropriate review the options for that important decision.
Prior to arrival – Completion of our planning questionnaire, probably the hardest part. We will also supply information on local attractions to fill free time. Locally we have; Tate Modern, The Minack Theatre, St Michaels Mount, numerous art galleries and artist studios, lovely villages, harbours and wonderful beaches.
Day 1 – Arrive at selected hotel, welcome refreshments, initial discussion.
Day 2 – After breakfast, discussion of our draft plan and planning options.
Day 3 – Morning presentation of our Final Report, depart at leisure.
Venue – We offer the choice of two hotels: