What will happen when I see a financial planner?

We do not believe in website sales – financial planning is too important and personal. Our initial consultation is free and allows us to get to know each other and establish how we can help you best. After your consent to continue, we will work with you to explore your situation and financial lifestyle in more detail; this enables us to determine the best solution to achieve your objectives. Our independent research will explore all options and we will present our solution to you in a written report. Our recommendations can then be implemented and will continue to be monitored closely to ensure that they remain suitable and optimised.

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Like other professionals we charge a fee for our services which we will clearly explain to you before we do any chargeable work or give advice. If we do receive any commission we will disclose it to you and may adjust our fee accordingly.