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Our road to providing you with a complete Financial Planning solution to meet your needs and requirements starts with an initial meeting which is at our cost. The meeting can be held at our offices or, if you prefer, in your home. The meeting is on a total “No Obligation” basis.
The aim of the meeting is twofold.
If possible, and only if you are comfortable with the process, we ask you to sign Change of Agency forms which will enable us to get up- to-date information from your existing providers and we can start the process of reviewing what you currently have in place.
Following the meeting we will write to you with our outline proposals and you will then be asked to let us know whether you wish us to go forward as your Adviser.