On receiving your enquiry we invite you for a preliminary meeting at a location to suit you during the daytime. The purpose of this meeting is to help you decide whether we might be the right firm to assist you with your financial planning over the years ahead.
We will also discuss how we would be paid for our counsel and service once you have instructed us to proceed.
There is no charge for this preliminary meeting, and no obligation on either side.
We work on a fee basis and we will ensure that you are fully aware of the fees involved, before a commitment is made. Some fees attract a VAT charge.
Where it is necessary to implement a financial plan or you engage us to arrange an investment, life policy or pension plan, we will agree exactly how we are remunerated before any work is undertaken.