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At our office, at your home or place of work, or any other convenient location of your choice. 

The initial meeting is free of charge, and this is when we explain our services, charges and advice process. Subsequent meetings will be chargeable. 

As part of our process, we will gather information about your income and expenditure, assets and liabilities. Alongside these, we’ll also require details on your existing investments, pensions and insurance, and any information regarding this. 

The introductory phase of the process should take no longer than 30 minutes. If you move on to the information gathering phase, please allow around two hours in total. However, it will depend on your personal circumstances. 

If you do not wish to continue after the introduction phase of the meeting, then you do not have to. 

Meetings are normally booked directly with your adviser. Please contact our office, and we will schedule an appointment for you to meet with the adviser.

Yes. Our advice process is totally focused on the best outcome for clients. We recommend suitable and appropriate products and services for your needs and circumstances from the whole of the market. 

You can find their individual contact details on their team profile page. Alternatively, you can contact our office and we will ask them to call you. 

We can get paid by charging you fees or receiving a commission, or a combination of both. As part of our initial meeting, we will discuss the options available to you depending on the advice or services you require. 

Some of our services require us to charge VAT. We will inform you if this is the case.