New clients enjoy an initial meeting with a Partner or Senior Consultant without charge.

Information will be requested, an assessment of needs and risk will be sought and the basis on which our services are required will be established.

Having ensured that such requirements are met, we undertake continuous monitoring, administration and organisation of the individual's financial planning arrangements so that future needs are also met.

Remuneration

The company is remunerated by way of fees or commissions received or indeeda mixture of both.

This will be agreed at our initial meeting.