Book Consultation

Book an initial consultation

Our initial consultation gives you the chance to speak with one of our Financial Planners who will outline how financial planning could benefit you now and in the future.

This consultation is offered at our own expense to help you decide if you’d like to work with us. If you would like to book a meeting please complete the form and one of our team will be in touch to set it up.

How does the process work?

  • What does it cost to meet with you to see if you can help me?

    We provide the initial meeting at our cost and without obligation.

  • What will we cover in the initial meeting?

    We will take this time to get to know you and get a clear understanding of your current financial position and your plans for the future. If we can help, we will explain the next steps and the associated fees which we will confirm in a written Letter of Engagement after the meeting. We will only start any work once we receive a signed Letter of Engagement. If we cannot help, we will signpost the most suitable next steps for you.

  • What should I prepare for the initial meeting?

    To help make the initial meeting as productive as possible, please bring a high-level summary of your current financial position including income, expenditure, assets and liabilities. Please also have a think about your plans and what you want to achieve long term.

  • How long will the first meeting last?

    The initial meeting is usually around an hour although this is not limited. We allow plenty of time to discuss the matters that are important to you.

  • Will I have to travel to meet my financial planner?

    We have the flexibility and technology to meet in a way that suits you. You can visit our office or we can visit you at your home or place of work. Alternatively we can arrange to meet via Zoom, Teams or over the phone if this is preferable.

  • Will my investments be covered by the Financial Services Compensation Scheme (FSCS)?

    We contribute to the Financial Services Compensation Scheme, so you can rest assured you are protected in the event of firm or provider failures in our industry.

Request an initial consultation

“We have significantly improved our portfolio value and Michelle's management of this has been excellent through some very turbulent times. We would have no hesitation in recommending her and above all the very approachable, no nonsense and down to earth advice.”
Roger & Stephanie Ely, Cornwall
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