Assessment & Advice

Our professional and confidential advice service is designed to provide you with the information and support you need. We offer free, independent information on a range of topics, including financial planning and investments. Our expert advisers work with you in an informal manner to help you achieve your goals. If you’re stuck or don’t know where to start, we’ll help you make decisions and take the next steps. We’ll review your plans and get in touch with you to discuss how to proceed.

  • Our team is available 24/7 to answer any questions or concerns you may have with your tax situation, whether you are a business owner or an individual taxpayer.
  • Our Assessment and Advice Team combines more than 30 years of industry experience to deliver detailed commentaries on each investor’s portfolio so that we can provide the best advice for your needs.
  • A selection of assessments and advice can help you determine your strengths, weaknesses, and interests.

I am here to help you with any financial issues and queries.

Assessments are a vital part of your child’s learning experience. The assessments will be used to help plan and guide learning resources, as well as schedule class time. Individual assessments are your opportunity to meet with your child’s teacher and receive a thorough review of their strengths, weaknesses, areas for improvement, etc. They also give you an opportunity to ask any questions that may be on your mind regarding their student/class/school performance. Our assessment and advice services help you identify the most appropriate plan to meet your needs. We understand that there are many factors to take into consideration  A self-assessment will help you to make sense of your business. It will allow you to consider how your past experiences can help you in the future, and together with the support of our advisers, we can provide an action plan to help you to move forward.

Thinking about professional service

If you are thinking about using a lawyer or a professional service, we can give you advice on how to choose one. We can also help you get the most from the process and offer an informal chat to discuss what options might be available to you.

  • Our assessment and advice are the perfect solutions for your nonprofit
  • Whether it’s a strategic plan or a fundraising plan,
  • we can help you formulate the best plan possible.

Life’s purpose

We will help you explore your life’s purpose and passion and create a customized strategy to help you accomplish your most important goals in a way that’s healthy, fulfilling, and fun.

Develop professional

Joining a club can help you make new friends and build a sense of community at Notre Dame. Our clubs also allow you to learn more about yourself, develop professionally, and make lifelong friends.

  • I’ve designed this portfolio to help you show off your skills.
  • I’ll work closely with you, in different stages of design,
  • Help refine your ideas, bring them to life, and make sure they’re ready for the market.