Following an introduction to your financial planner and information about our services, we will:
During the course of our discussions we will collect personal and financial information from you to allow a comprehensive understanding of your current financial position. A key part of the financial advice process is deciding what services you would like and to agree how you would like to pay for them. Our commitment to transparency allows you to know exactly how much the service will cost, as we will always clearly explain the charges and fees that apply, prior to you making any decision as to how you wish to proceed.