Step 1 - Initial meeting

This is for approximately one hour, to enable you to explain your financial and life objectives.  During the meeting we will:-

• Listen to you
• Demonstrate our services to you and show how our service is very different from other financial advisers
• Explain our charging structure
• Agree with you on the next stage of our process

This meeting is without charge or obligation on both sides.

If both parties agree to go forward, we can then proceed to step 2, The Discovery Process