Becoming a Client
Benefit from our Lifetime Service
We believe that financial advice works best when the advisers have a comprehensive understanding of your personal circumstances, financial or otherwise.
We offer a free initial consultation, in which we discuss your current situation and financial objectives. Most importantly, we use this time to get to know you as an individual, and it is a great opportunity for you to ask questions about us. We believe in long-term relationships with regular contact, indeed some of our clients have been with us for over 20 years!
Your best interests at heart
After our initial meeting, we often write to your providers to gather information on your existing investments and report back to you with our findings. Our recommendations will always have your best interests at heart.
An outline of our services and the cost of our services to Becoming a Client will be discussed.