Where will my initial consultation take place and what information will I need?

Meetings usually take place in the comfort of your own home. Your acknowledgement letter will contain all the information you need to prepare for the meeting.

What does it involve?

The purpose of your initial discussion is for us to gather an overall picture of your current financial position and to understand your aims and ambitions. From this information we can answer your questions and, where appropriate, help you to plan for the future.

How long will it take?

To ensure you gain full advantage from the consultation, your adviser would normally need around 2 - 3 hours of your time to discuss your financial situation and concerns in full.

What does it cost?

Your initial meeting is free. Should you wish to take things further then your adviser will explain what needs to happen next. They will explain the options of paying by a fee, commission or a combination of both.

Am I under any obligation?

No. The purpose of the first meeting is to find out if we can be of assistance, more importantly, it is also for you to decide whether you would like to use our services.

I have a partner, should they be present?

Yes. We recognise that most couples want to be advised jointly, our experience shows that partners should be present to ensure you both get the maximum benefit from the meeting.

My partner does not work in education, can you help?

Yes. We adopt a holistic approach to your financial planning. We will be able to advise you and anyone connected to you, including parents and children if appropriate.