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Find out more about One2One



Exclusively for Intouch clients


At Intouch, we’re perfectly placed to review your personal and business affairs and help you achieve your short and long term financial goals. Which is why we offer all of our clients a personal One2One twice a year. Just contact your Intouch Personal Accountant to book this in.

 

 

Whatever stage of life you’re in, you can talk to us about your goals and we’ll suggest efficient solutions that could help you achieve them. This review is included in your monthly fee for Intouch Core, so there's nothing to stop you taking control of your financial future.

Financial peace of mind - tailored to you


At Intouch, we like to get personal


How does One2One work?

Just get in touch with your personal accountant to book in your One2One. We’ll schedule a call to talk in more detail about your plans for your business, your family and your future. We’ll cover everything that we think could be relevant to you so we can prioritise what’s important and create a tailored report.

Afterwards, you’ll get a written review including some in depth long term solutions designed to help you move towards your ideal financial future along with some smaller housekeeping suggestions.

So what do you want from your One2One?

  • A plan to accumulate investments and generate retirement income?
  • A strategy to support your family in the future?
  • The means to fund an important purchase?
  • A check on your tax profile for existing income?

You are educating me more in the running of my business than my previous accountants ever did. I feel that I have a much closer understanding of how and where the business is at any given time and the portal is fantastic.
Stuart Green - SG Consultancy (Northern) Ltd,