Becoming a Client

You will want to meet us and be assured that we are the right Company for you before you become a Client. We will also want to ensure that we can help you and add value to your financial situation. This is why we have an Initial meeting where both parties can get to know each other, before any business relationship continues. There is no charge for this Initial Meeting.

Our meeting will help us determine which levels of service will best suit your needs, Private Client, Financial Planning or Transaction Only, how we charge for them and your payment options. We can also offer advice on a specific area or issue. This advice will normally be charged on an hourly fee basis.

The first step is to make contact with us, in order that we can arrange a mutually convenient meeting.

How to Contact Us