My husband and I can’t say enough about the excellent counsel and professional advice that we received from Libra. Mikes genuine concern for our family’s welfare and caring thoughtful approach to our financial planning is what impressed us most.
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.