In order to understand new clients' needs we conduct an initial meeting. There is no cost to this initial meeting. The meeting is designed to help your adviser understand your current and future aspirations. The consultation will also focus on any existing financial products that you may already have, such as a saving accounts or pension policies. This initial meeting will also clearly lay out our charging structure.
Following the initial meeting, your adviser will put forward a written proposal if there is work to complete. You will then be able to decide if you want to proceed with the proposal.
If you are happy to proceed there is usually a further information gathering meeting where a definite plan of action is agreed.
There will be a final presentation meeting to discuss any recommendations. Upon your agreement your adviser will then implement the recommendations.
If you have chosen to receive ongoing financial advice there will typically be an ongoing annual review.
4 Albert Street
Tel: 01422 521000
Email: Contact us