How we work
We will arrange an initial meeting so that we can gather the information we need from you to enable us to provide you with the financial planning you need. The meeting will help us to explore together
your aims and objectives, financial goals and attitudes as well as the financial data. It will be free of charge and typically takes an hour and a half.
If at the end of the meeting we agree that you wish to proceed further, then we will outline the areas that our financial planning would cover.
We will send you a service and payment agreement covering the work we will carry out for you and the fixed fee that you would pay. You can choose to pay our fee directly, or by making use of any commission arising from a financial product. Once signed, we will commen
ce working for you.
We will proceed to draw up our planning report and arrange a second meeting with you to discuss and implement it.
At the end of the process, we will send you a statement of financial transactions and invoice you accordingly.