At your first appointment you will be asked to provide us with some information about you and your goals to enable us to present you with options and strategies. This initial meeting is the Fact Find meeting which will go for about one hour and there is no charge.
It is during this meeting that we get an understanding of the advice that you are after and the solutions that may be available. If you wish to proceed to advice at the conclusion of this meeting then we can provide you with a quote for the cost of our service (if any).
Once we have prepared the advice, we will arrange for a meeting to present the advice to you. This will also take about an hour to complete. If you are happy to proceed then we will provide you with assistance to implement the strategies.
Once implemented, we will offer to review your strategies each year to ensure that you are still on track to achieve your objectives and offer advice to keep you heading in the right direction.