Financial Planning

The Initial Meeting

The purpose of this meeting is to give you a "no obligation" opportunity to decide whether you would like to appoint us as your adviser.  Equally as important, it gives us a chance to establish whether we believe you can benefit from our advice.

During this meeting, we will explore briefly where you are financially and where you would like to be.  We are also likely to discuss your views in relation to investment risk with you and the consequences that may result from these views.

Should you decide that you wish to become a client, we will provide you with an estimate in respect of our fees.  We are happy to break down the fee into different stage payments if you wish.  If you decide to pull out of our agreement at any stage we will simply invoice you for any work done up to the point where you inform us that you wish to withdraw.



Money Management Financial Planner of the Year Awards 2010. Winner, investment companies planner. Runner-up, multi manager planner.