Initial chat and consultation

Appointing a Financial Adviser might seem daunting, but the benefits in helping you secure your financial wellbeing are worth pursuing.

We are pleased to offer potential new clients firstly an ‘initial chat’ followed by an ‘initial consultation.’

Both are at no cost and with no obligation to take matters any further.

The initial chat is an informal 20-30 mins to start considering 

• Your objectives, and how a Financial Adviser may be able to help
• Your past experiences of financial advice
• Your expectations of your financial adviser 

The next step is an Initial Consultation lasting approximately one hour, to provide the opportunity to

• Explore your objectives further
• Explain how we deliver our solutions in your area of interest
• Consider how we will add value to your financial wellbeing
• Discuss our fee structure
• Summarise what we can expect from each other
• Agree the next steps