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Frequently Asked Questions
You may have some Questions regarding Life Planning or indeed just want to understand a little more about our approach. Some of the questions we often receive our answered below. If you still have more questions, please don't hesitate to email: info@pecuniafp.com.
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What services does Pecunia Financial Planning offer?
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Pecunia Financial Planning offers a range of services including personalised financial planning, AI-assisted tools, and community support through various subscription plans tailored to individual needs.
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How does the AI Life Planner tool work?
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The AI Life Planner is an advanced tool that analyses your financial data to provide customised recommendations and strategies, adapting to changes in your financial situation.
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Are the financial planning services suitable for beginners?
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Absolutely! Our services are designed to cater to individuals at all levels of financial knowledge, from beginners to experienced investors.
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Can I change my subscription plan after signing up?
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Yes, you can change your service agreement at any time without cost.
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How often can I access financial coaching sessions?
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This depends on your chosen plan agreed. Our service plans include regular coaching sessions, with the frequency detailed in your plan. This can be in person or via zom or teams meeting, whichever is more convenient.
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What is included in the ongoing services provided?
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In addition to our meeting and financial plans created you will receive our client magazine which is full of informative articles covering subjects like retirement planning, wealth creation. Inheritance tax planning, budget updates and others.
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Is my financial information secure with Pecunia Financial Planning?
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Yes, we prioritise the security and privacy of your financial information, using advanced encryption and security measures to protect your data.
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How does the community support work?
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Our community support includes access to a network of like-minded individuals, where you can share experiences, ask questions, and gain insights from peers.
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What is the process for cancelling a subscription?
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You can cancel your subscription at any time by contacting our customer service team.
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Are there any discounts or promotions available for new subscribers?
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We occasionally offer promotions and discounts. Please check our website or subscribe to our newsletter for the latest offers.
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What is The Game Plan?
The Game Plan is a financial planning framework that puts the individual at the centre, focusing on investing in oneself to create a supportive financial architecture for the future.
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Is Pecunia Financial Planning regulated by the Financial Conduct Authority (FCA)?
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No, Pecunia Financial Planning provides "educational financial services" and is not regulated by the FCA but falls under general consumer laws in the UK.