You need to be comfortable that we can work together, and that we can help. Our initial discussion will confirm that for you.
This meeting can be held in person, over the telephone or video call and because of this flexibility we are happy to work with you, wherever you may be. This is your chance to ask questions and get a good idea of the value we can add to your financial planning.
We’ll give you some food for thought, let you know how we work, what we cost, and we’ll get to know each other a bit. No fuss and it’s up to you whether you take things forward from here.