The Introductory Discussion (which can be held Face to Face and/or Skype/WhatsApp Video) is on a ‘No Fee – No Obligation’ basis. It allows us to outline how we work with our Clients. It also gives both parties the opportunity to raise initial questions that they may have and to establish whether a further discussion would be appropriate.
When a Face to Face meeting is held, this type of discussion can also encompass a review of ones’ strategies and holdings. In short, we need to know what you want to achieve from a financial perspective and what works for you.