No. Your initial meeting is held at our expense, giving you the opportunity to get to know us before deciding whether you would like to work together.
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Before your initial meeting, we will send you a pack containing the information you need. This will include a questionnaire for you to complete ahead of the meeting.
Your first meeting is an opportunity for us to get to know you, your circumstances and what you would like to achieve. It also gives you the chance…
You should allow around 90 minutes for your initial meeting. This gives us enough time to understand your position and goals, while giving you plenty of opportunity to…
No. There is no obligation to sign up to our services at your initial meeting. The meeting is there to help both you and us decide whether working…
Yes. We provide independent financial advice, which means our recommendations are based on what is right for you rather than being restricted to a particular provider. You can…
