Over the years, our needs have changed from simple savings plans to comprehensive wealth management and estate planning. Mikes ability to speak to us in layman’s terms really helped. We recently retired to Spain. I’m pleased to say Mike and his team have always kept in touch.
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.