INFORMATION FOR NEW CLIENTS
The initial meeting of approximately one hour will be at our offices in Beaconsfield and will always be at our expense and without any obligation on either party. This meeting is an opportunity to find out more about you and your financial aspirations. We will also provide more information about our company and hope to demonstrate how we may be able to help you achieve your financial objectives.
Following this first meeting we will write to you with an engagement letter describing the specific services we will provide and how our fees will be charged. Our fees are charged for three separate activities: advice, implementation and on-going review and support.
We're looking forward to meeting you at our initial meeting. Please browse the website, fill out a contact form on the "Contact us" page, or call us to discuss your requirements.
A truly professional and friendly service, targeting my personal needs directly using a methodical approach. Andrew is a pleasure to deal with and put me at ease straight away. I now feel I have clear financial direction and can enjoy my semi retirement without concerning myself about my future financial picture.