We take the time to understand your needs, goals and priorities before we make any recommendations. It may be that you have a partner with whom you share your finances; our experience shows that if this is the case, then they should be present to ensure you both get the maximum benefit from the meeting.
Most client meetings take place in the comfort of your own home where you will have any relevant paperwork easily to hand.
We recognise that many clients work during the day and that days off and weekends are precious. Therefore, appointments are arranged at a time to suit you, and we have the flexibility to arrange evening appointments where necessary.
During your consultation, we will discuss all relevant financial planning areas and ensure that you are aware of any areas we believe need to be considered before formulating your personalised financial plan.
You may find it useful to visit the Preparing For Your Appointment section of our website to ensure you get the best from your consultation.