refreshingly different; reassuringly straightforward......

Discovery Meeting - In Person

In Person Discovery Meeting

£300.00

An In Person Discovery Meeting, to conduct a comprehensive analysis of your current personal and financial situation, assessment of your assets, retirement goals, and current investments, offered at a discounted rate for remote delivery via phone or video call. The purpose of this meeting is to ensure we are best placed to provide you with considered advice which is in your longer term best interests. A Scope of Work letter will be issued as a follow-up, to confirm the work we have agreed to undertake for you, any action points arising, our fees and the next steps. To ensure the most efficient use of both of our time, we will ask you to complete a Financial Planning Fact Find in advance of the meeting. This also provides us with the reassurance that you have a degree of commitment to the advice process and engaging our services. The meeting will be held face to face in your home or place of work, or our office (subject to meeting room availability).

£300 Fee is per meeting, not per person.