Reach Out
Please take your time to read the subject matters to determine which Tick Box fits in with your current thoughts.
You can tick as many boxes as you wish. However, please tick at least one subject matter.
Please take your time to read the subject matters to determine which Tick Box fits in with your current thoughts.
You can tick as many boxes as you wish. However, please tick at least one subject matter.
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.