We recognise that clients financial needs and objectives vary enormously. That’s why we offer a range of services designed to assist our customers through their various life stages, whether it’s saving towards their children’s future, or managing their investments to ensure a happy and secure retirement.
We believe that it is essential that we get to know you and your objectives first and therefore we offer all of our potential new clients the opportunity of an initial, informal discussion at our cost. During this meeting, we will encourage you to share your goals and aspirations with us and help you understand how working with us can help you achieve them, through the services we offer.
If you decide you would like us to work with you, we will then carry out a full review of your financial planning requirements or simply provide advice and guidance around a specific need, if you prefer.