Our clients have told us that they value the personal level of service we offer, together with our experience and technical knowledge, and this is central to our ethos of Personal, Professional Planningâ€. Every new client is offered an initial meeting, without charge or obligation with a fully qualified financial planner. At this meeting we will listen to you and discuss your financial objectives. At the end of the meeting we will make our suggestions for the next steps towards a tailored, yet realistic solution to your needs. We will also be able to give you an idea of our fees to implement the solution. There is no obligation to proceed at this stage, and no costs will have been incurred.
