Here’s what happens next.
There are some important documents that you’ll want to download that explain our Terms of Engagement and how we process your personal information.
There is no charge for the initial review meeting and if anything is likely to cost anything at any stage we will tell you in advance. We don’t sell your private information to third parties and we will only pass information to third parties with your consent – for example if we are obtaining illustrations on your behalf.
The meeting is scheduled for an hour and you will need to complete a financial questionnaire before your meeting. If the questionnaire isn’t completed beforehand it will reduce the available time to answer your questions. Please save this questionnaire to your desktop before completing it – it can be completed in Adobe Reader or any PDF reader.
If your finances are joint with a spouse or partner then information for both parties should be completed.
You will receive reminders by text and email, if you are unable to attend the meeting please let us know as soon as possible.
Whilst there is no cost for our initial meeting, if you fail to attend or give less than 48 hours notice of a cancellation we reserve the right to charge you £150 for the time that could have been allocated to another client.