Financial Planning is an ongoing process which enables you to arrive at financial decisions that will impact on your future; it involves more than simply purchasing an ISA or signing up to a pension.
Our job as financial planners is not to guarantee future returns or to try and second guess which investments will perform best – after all, we don’t have a crystal ball. Our job is to use our knowledge, skill and experience to maximise the chances of you achieving your aims and objectives.
We will not charge you for our services if we do not feel we can add value.
In the first instance we have an initial consultation which carries no obligation and is at our expense. We endeavour to find out as much as we can about your objectives, goals and expectations at which time we can confirm whether we believe our services can be of benefit to you. If both parties decide to go ahead we ask you to sign a client engagement letter and we proceed to work on your behalf. Please refer back to how we work.