Becoming a client
We have been acting for some of our clients for twenty five years and our judgement and advise is trusted by all our long term clients. It is mutual respect and trust that is at the heart of a successful working relationship with your financial advisor. It takes time to develop. Both parties need to get to know each other. As a result, we operate a no charge initial meeting in order that you can come to an initial view of whether you can work with us, understand and agree with our financial planning approach and for us to also come to a view as to whether we will enjoy working with you.
Following this initial meeting if both parties are minded to proceed, we will follow up with the minutes of the meeting a letter setting out the services to be provided, there cost and our terms of business. We will also need to collect “money laundering information” see your passport, driving license and proof of your address. This is a legal requirement.
Once you confirm you wish to engage us, by signing and returning a copy of our letter, we will commence work on the initial assignment.
Both parties can terminate the engagement on written notice. Your only obligation would be to pay us a portion of fees due if you terminated part way through an assignment.
For our charges click here.