We start by talking to you about your current financial arrangements and what you’re looking to achieve. Part of this will be to understand your attitude to risk and your capacity for taking risks (or not!) with your capital and income. We’ll take the time to explain the way we work and how we may be able to help. We want everything to be very clear so we’ll also explain our charges.
Some firms charge for the first meeting. We don’t. It’s free. We’re happy to meet with you at our own expense. We do this because the last thing you should be worrying about at this stage is how much the meeting may be costing you.