The Way Forward

We will 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.

This meeting is at our cost and is entirely without obligation. You have absolutely nothing to lose by meeting with us.

Any initial meeting will last around 90 minutes following which we will provide a written preliminary analysis of your financial position without charge. If it seems unlikely that our services would be of significant benefit to you we will say so.

After assembling relevant data a second meeting will be arranged at which your Financial Plan will be prepared with a schedule of recommended actions. Developing Financial Plans with clients has been found to be more effective than producing “reports” to clients.

Email: info@soundfp.co.uk              Tel: 01277 656595 - Fax 01277 656059