Our Services – How We Work

Our initial meeting (which can be at your home or our office, whichever is preferential for you) is at our cost. This meeting is basically a listening exercise for us both. We simply gather all information you are willing to provide, take into account your circumstances and attitude to investment risk, if applicable, then discuss with you our ideas on how we move forward.

Once we have agreed on the most suitable level of service you would benefit from, we will discuss any fees/charges you may incur.

Visit our Fees page for more information