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. This meeting is free and places you under no obligation. We will also discuss which route you would prefer for payments of the advice - fees paid by yourself or commissions taken from the recommendations being made.
After the meeting you will receive a detailed report giving you our recommendations and the reasons behind them. Details of any commissions are always contained in this report. If you then agree with some or all of the recommendations a further meeting will then be arranged to discuss these recommendations in more detail.
Finally we will process the business in a timely and efficient manner.