This initial meeting is complimentary. It requires an open conversation on both sides to evaluate whether we can work together for the benefit of your financial future.
Following a typical discovery meeting a summary engagement letter is sent out via post or email dependent on preference. This will confirm my understanding of your circumstances and the accuracy of how they have been recorded. The areas of review that may be beneficial to undertake will be outlined, along with the services available to you and an outline of the potential costs.