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- We will not charge for 'our' time during our initial meeting during which we will aim to provide you with a comprehensive understanding of how we may be able to assist you once having understood the background to your affairs and your perceived objectives.
- After you have instructed us, we will then undertake a detailed review of your affairs liaising closely with other professionals appointed to you or/and other providers of existing services.
- We will produce a detailed report / summary providing an outline recommendation of the areas that you should be considering taking action on. At this stage, our objective is to put you back in the 'driving seat' so that you are clear with the overview of your affairs and how you should move forward.
- We will meet again to discuss and implement recommendations and we will then put in place the first phase of a financial strategy. This is the foundation of the ongoing Service we will provide to you.
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