What happens at your first meeting

It is a relaxed conversation with no jargon and no hard sell. Here is how it works, step by step.

Your first meeting

It is a conversation, not an interview. Here is how it goes, from your first call to your decision.

1
A short callQuick and friendly
Tell us roughly what is on your mind. We will say honestly whether we can help.
2
The first meetingFree
In our office or by video. Bring what you have, and do not worry if some paperwork is missing.
3
Your written summarySoon after
What we heard, what we would suggest and exactly what it would cost.
4
You decidein your own time
Take as long as you need. If you go ahead, we guide you through the next steps.

Independent advice from people who take the time to explain.

Truly independent
We are not tied to any provider, so we can recommend what suits you, not what suits a sales target.
Fees in plain pounds
Every cost is shown in pounds and agreed in writing before you commit to anything.
One adviser who knows you
You get a named adviser who remembers your story and picks up when you call.
No rush, no pressure
Take as long as you need. Your first meeting is free and there is no obligation.

A few examples of the kind of help we give, and what changed for people.

Come and talk it through. A free first meeting, no pressure, and a clearer idea of where you stand.