How we work
At our first meeting we will discuss your general financial situation and establish your needs and requirements. These will then be prioritised. The meeting is free and without any obligation. Most of our clients prefer us to be remunerated on a commission only basis, however, we are quite happy to discuss payment of advice by fees' .
After the initial meeting we will arrange a further meeting where we will recommend the appropriate course of action to be taken to meet your prioritised needs. We would then conduct an annual financial review. Financial planning is an on going process. It is therefore important that regular reviews are undertaken to take into account any changes in your circumstances