How we work

Financial Review Process

By working with you we aim to have a full understanding of your current financial position, your objectives and identified needs. This enables us to provide suitable solutions for your needs, providing you with clear financial direction aimed at maximising the opportunities for achieving your objectives. We are committed to treating all of our clients in an open and fair manner.

Initial Meeting

The initial meeting (in our office or via Zoom call) is provided at our cost. The main purpose of this meeting will be to obtain as much information as possible relating to your financial circumstances and objectives. It would therefore be very helpful if you could bring along details of any policies, investments, mortgages, wills and substantial outgoings you may have.

You may wish to include other parties such as spouse, children or other professional advisers in the initial meeting.

Charges

We will also discuss the charges for our services. For any aspect of our financial planning, all actual charges will be fully disclosed to you. We will not charge you until we have discussed your payment options and agreed with you how we are to be paid. The charges for these services may or may not be VAT exempt and this will depend on the type of service offered – this will be made clear when we discuss our costs.