Discovery Meeting
An introductory meeting for a potential new client to discuss your personal and financial objectives. The time slot if for 2 hours to allow time for follow up as this meeting usually takes around 60 minutes.
(2 hours)
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Onboarding Meeting
A meeting for new clients with your Client Coordinator to take a closer look at your financial position.
(1 hour)
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Collaboration Planning Meeting
A meeting to present a high-level plan of action for achieving your objectives.
(2 hours)
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Implementation Meeting
A meeting to review your full financial plan and discuss the next steps.
(2 hours)
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OnTrack Annual Financial Planning
A comprehensive review of your Financial Plan - for existing OnTrack clients only.
(2 hours)
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Offtrack Meeting
This meeting is by telephone or face to face if you are Offtrack (you are not paying on an ongoing basis) wishing to discuss your financial situation. This fee does not cover the provision of regulated financial advice. VAT is included and you will be provided with an invoice. No refund with less than 24 hours cancellation.
(30 minutes - £250.00)
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Telephone Meeting
A meeting by telephone for OnTrack Clients only.
(30 minutes)
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Consultancy (remote)
This meeting is for other financial advisers who wish to consult with us remotely by telephone or video meeting - please contact us direct for onsite consulting. Fee includes VAT and an invoice will be provided. No refund with less than 24 hours cancellation.
(30 minutes - £250.00)
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