At Stage One, we’ll start by obtaining detailed information about your existing arrangements, helping you complete a confidential fact find, and, if investment advice is required, completing our Investment Risk Questionnaire. This will give us a clear understanding of your current circumstances, your needs, your objectives and determine your attitude to risk.
The consultation will close with a summary of our findings and suggested next steps toward a tailored, yet realistic solution to your needs. There’s no obligation to proceed at this stage and you won’t have incurred any costs; the initial consultation meeting is at our expense. We will also describe our services fully and explain your payment options.