We want to ensure you’re clear from the outset on the services we provide and we aim to give you absolute clarity on both the costs and benefits of these services. Costs and benefits for each part of the process will be explained up front and before any chargeable work is done.
- Analysing your requirements
- Researching solutions that deliver your goals
- Implementing your financial plan
- Negotiating reduced charges on your behalf
The services appropriate to you will depend on the size and nature of your investments. Our services will be discussed in our initial meeting and the costs of each stage of the process will be set out and agreed with you up front. Our initial meeting is free of charge and without any obligation.