Services
The Trasoye Personal Financial Office
A monthly recurring professional service, supported by a secure digital platform — giving you an independent, organised view of your entire financial life.
What's included
Financial Clarity Dashboard
Net worth (assets vs liabilities), monthly income and spending, cash position across all your accounts, and key financial movements — all in one place.
Monthly Financial Review (1hr)
What's changed since last month, what needs your attention now, where money is flowing, and clear, jargon-free next steps.
Ongoing Oversight & Guidance
We flag unusual spending or risks, highlight cash flow issues early, and provide accountability as your income increases.
Financial Structure & Organisation
We keep your accounts organised and clean, track multiple income streams, and help you build a sustainable system you actually understand.
What we do — and what we don't
To protect clients and maintain independence, Trasoye clearly defines the scope of its services. Where specialist advice is required, we refer you to appropriately qualified professionals.
We do
- · Organise financial information
- · Monitor assets and liabilities
- · Monitor working capital
- · Prepare financial summaries and reports
- · Coordinate information across advisers
- · Support financial awareness and accountability
- · Maintain secure financial records
We do not
- · Provide regulated investment advice
- · Prepare or submit tax returns
- · Provide legal advice
- · Hold or control client funds
- · Execute financial transactions
- · Act under a power of attorney
- · Recommend financial products
Pricing
Monthly Retainer
£250 – £1,500 / month
Pricing depends on your income level and the complexity of your financial affairs. Every plan includes the Financial Clarity Dashboard, a monthly 1-hour review session, and ongoing support within an agreed scope.
Designed for individuals for whom better financial visibility can save or optimise thousands per month.
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