Let's meet and see if we can work together
First, meet one of our highly experienced advisers – so that we can learn more about each other and decide if we can work together.
We'll want to hear from you about your objectives and priorities so that we can understand what you want to achieve in the short, medium and longer term. We'll explain our total commitment to client confidentiality, transparency in all our dealings and clarity about fees and contracts – answering any questions you may have. There is no charge for this initial meeting.
If after this meeting you'd like us to help you, we'll ask for your permission to gather detailed data about your current financial situation and existing plans and we'll also outline how our charges are applied as we start to work with you.