On receiving a new enquiry we offer a no obligation preliminary meeting that usually lasts up to one hour. There is not usually any charge for this meeting.
This will give us the opportunity to further outline the services we provide and answer any initial questions you may have in relation to these.
During the meeting we will complete a confidential financial review document to assess your needs and objectives, and discuss these in more detail.
Following this if we are able to assist with your requirements your adviser will discuss on an individual basis how we will be remunerated for our services should we be instructed to proceed.
The attached Initial Disclosure Document confirms our independent status, the services we offer and the maximum charges for our advice.
Financial advice shouldn’t be made complicated. We offer impartial advice with access to all major investment, pension and life assurance groups.