Your First Meeting - Explained
We’re often asked what happens when clients initially meet with us, so we hope that the guidance presented helps answer this question.
We do not charge for the initial meeting, which can last up to one hour. We believe this encourages people to seek our independent advice without feeling intimidated by costs, fees or charges.
At the meeting we will listen and spend time recording your financial background and answering your questions.
As the appointment progresses, we may highlight a number of areas that you wish to discuss in greater detail. We will then summarise the meeting and clarify the areas that you would like us to specialise in.
We would then suggest a second appointment so that we can make recommendations based upon your areas of concern, and outline our fees & costs.