Let's Start
a Conversation

Mostly, we listen. We will ask about your circumstances, your commitments, what you are trying to achieve and what is worrying you.

You should also use it to interview us: how we work, how we are paid, who would look after you and what happens if that person is away. You will not be asked to sign anything or make a decision in the room.

Fees are agreed with you in advance and set out in writing before any work starts. Depending on what you need, that may be a fixed fee for a defined piece of work, or an ongoing fee for continuing advice and review.

You will always know what you are paying, what it covers and how it is collected. If the scope of work changes, we agree the change with you before doing it.

Yes. The introductory meeting is at our cost, because both sides need to know whether the relationship makes sense before money changes hands.

If you decide not to proceed after it, you owe us nothing and we will not chase you.

Not necessarily. What matters more is whether the advice we offer is genuinely useful to your situation.

Some people come to us with a specific decision to make and a modest amount at stake. Others are managing wealth accumulated over decades. If we do not think we are the right fit for you, we will say so at the first meeting and, where we can, point you somewhere more suitable.