Your FIRST MEETING IS JUST FOR YOU TO SEE IF YOU VALUE OUR ADVICE AND THINK WE CAN ADD VALUE TO YOUR PLANNING
Let’s start the conversation
How We Work
First of all we get to know you. We meet with you to see what you are trying to achieve. Not just to have one-off luxuries and holidays, but to find out how you feel about life. What drives you and what is important to you? What would make things look good and how important is it to achieve? We will look at the planning you have in place and discuss what led to it and if it still working; and we will talk about your wills and legacy planning.
This first meeting is just for you to see if you value our advice and think we can add value to your planning. It is also, putting it bluntly, for you to see if you like us – although, it has to be said, we are a likeable bunch. From our point of view, this meeting is to see if we can help you achieve what is important to you.
And it costs you nothing. If at the end of the meeting we feel we cannot improve on your current situation, we will tell you. No fees, just an hour or so of your time. And possibly share a cup of tea or coffee.
Our fees are straightforward – clear and easy. No exit penalties, no hidden charges.