Our first meeting with you may work in one of two ways.
You may just wish to meet one of our Consultants to get a feel for our company and understand how we can work together. We understand how important choosing the right partner is to you. This meeting is free and there’s no obligation for you to become a client of ours.
‘Financial understanding’ meeting
You may wish to have a more in-depth initial meeting. Our Consultant will invest the time needed with you to understand and agree:
- what you want to achieve and by when
- your short and long-term financial ambitions – and whether they are realistic
- your attitude to investment risk and financial experience to date
We will build a clear and detailed picture of your current and expected future financial position. This will enable us to provide you with specific advice tailored to your personal situation. Again, this meeting is free and without obligation.
Depending on the complexity of your finances and our projected investment of time, the Consultant will indicate the likely charges for our advice should you accept our proposals.