After an initial telephone discussion, a first meeting is free of charge and usually takes place at the client’s home where all the necessary information will be to hand. At that meeting, we establish the client’s present situation in detail and assess the scope of what needs to be done. We will then be in a position to quote.
For investment or pension advice, clients can normally choose between the following methods of payment:
No chargeable work will commence until the client approves the quotation.