Meetings are always held at our offices or by video conference; we don’t do home visits or weekend appointments. To find a time in our diary that suits you, click here to book a meeting online.
60-90 minutes is usually sufficient for our first meeting.
If you have a significant other, then both of you should come along to our meetings.
Whilst you’re visiting us, we have a parking space allocated to you. Click here for instructions on how to get here.
We call the first meeting a no sign-up meeting; even if you’re keen to get started, we won’t let you! We want you to have time to consider if we are the right financial planner for you, and you the right client for us.
If we all think that we might like to work together, we’ll give you enough relevant information to take away to help you decide. This will include the precise details of our fees.
Yes, every meeting and telephone call is recorded to ensure we don’t miss anything. These recordings, as well as your information, are held securely and in accordance with data protection requirements. They don’t get shared with anyone else and you’re always welcome to a copy. If you decide not to proceed, your recording is permanently deleted.
Get in touch
If you would like to know more about working with us, please call on 01225 775923, email firstname.lastname@example.org, or complete the form below: