Free Consultation

That’s why we are offering you a completely free, no obligation consultation, designed to give you the opportunity to get to know the team. To see where we work. To make sure you feel that we are the right firm to help you achieve your financial goals. 

How does it work? 

By filling in the form below, or giving us a call, one of our Advice Team will give you a call to arrange a mutually convenient time to meet. These meetings usually take place at our offices for clients local to us, or via video conferencing for those who are further away. They tend to last for around an hour, but we never watch the clock and will only conclude the meeting when appropriate. 

In the meeting, the Adviser will take time to get to know you, and to introduce themselves. They will talk through your circumstances, work out why you are seeking Financial Advice and discuss what you are looking to achieve. We will discuss the range of services which may be useful to you and the costs associated with working with us. 

Our meetings are often very informative, and give you a good basis to work our whether we are the right firm to guide you through your financial journey.