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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:

The Carbis Bay Hotel on the north coast, set on a lovely beach near many art galleries, including of course the Tate.

The Godolphin Arms on the south coast is an ideal base for St Michaels Mount, the Minack Theatre and Maritime Museum.