Here’s how the process usually works:
Most people are recommended to us by satisfied clients, or via accountants and review sites such as Unbiased and Vouched For. They then wisely check us out online, as you are doing now.
We usually start with an initial meeting at our offices, without cost or obligation to you. At this meeting, we listen to your needs, and explain what you can expect from us. The objective is to get to know each other, and to feel comfortable about working together towards achieving your financial goals.
We take your existing arrangements, ideas and financial goals into account, then research the whole marketplace on your behalf. Remember, we are Independent advisers, so we are not restricted to just one provider or a panel of providers.
Once we have analysed your situation, we will recommend the most appropriate, best value solutions for you. You can pay us direct for the advice, or we may receive payment from the product provider. Either way, we operate in a spirit of openness and transparency so will tell you the cost in advance.
We undertake regular financial planning reviews on your behalf. The objective is to identify any issues before they become a problem. You will have no obligation to take any action, but at least you will have the information you need to make an informed decision. It is equally important for you to tell us whenever a major change occurs in your life, or you define a new financial objective.
To arrange your initial appointment, please contact us on 020 8891 0711 or firstname.lastname@example.org