Discovery Meeting
Discovery meetings are designed to give you an insight into our working environment and experience our "Fresh Thinking" approach which provides you with the opportunity to ask any questions you feel are appropriate. We understand how important it is for you to feel comfortable talking to us, and to trust us with your personal financial matters.
Next steps
We can invite you to attend an exploratory meeting at our offices at which the features and benefits of our service will be explained and demonstrated. The aim of this meeting is to decide whether we would be the right people to advise you and whether our service would deliver to you significant value for money.
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Your meeting is without obligation and any issues discussed are completely private & confidential. You would want to ensure that you leave our offices in an informed position and in no doubt that your planner will take your financial planning as seriously as you do. You will be asked to provide background information prior to your meeting, and once received, if we believe we are unable to demonstrate significant value, we will tell you immediately.