Schedule a meeting
We have three meeting options and they should be booked in order starting with a Discovery Call. A letter of engagement will be sent before fact find meeting.
- Discovery call – this is to find out about our service off and for us to ensure your situation is relevant and we can add value – no cost.
- Fact Find Meeting – Deep dive into your concerns, and personal situation so we can provide personal financial advice, we obtain your agreement to proceed to the next step.
- Advice Presentation – This is the meeting you get answers to your financial questions we run through multiple options and outcomes. You are given a Statement of Advice.
