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