Whilst in the past our new clients have been recommended by our existing customers, recent changes in regulation, mean that more people are looking for independent financial advice.
We recognise that finding the right adviser for you requires more consideration than many other services you may need in your life so we offer an initial meeting by appointment, free of charge, and without obligation to proceed by either party.
This is an opportunity to discuss your requirements. You may already have a specific need you would like us to help you with, or you may just want a general review. During the meeting we will provide you with more information about how we work. We will encourage you to ask questions about anything you do not understand.
If agreed, further information and research will follow this initial meeting in order that formal advice can be provided. The level of advice and service after that will depend on you and what you need.
Contact us today to explore how we can help you.