Initial Consultation Meeting
We always offer a FREE, no-obligation initial appointment.
This is where both parties get to know each other; where you can tell us about your needs and objectives, and we can explain our philosophy and working method. This is also where we can outline our expectations of each other.
We’ll outline the various services available along with the fees and costs involved.
In essence we offer three levels of service for you to choose from;
• Premier Financial Planning Service
• Transactional Advice Service
Please click on the above links to view each option, or contact us for more detail
