Personal Financial Advice

Service Description

We offer one-off advice for both general and personal advice needs. This service involves prior consideration of your circumstances, a meeting normally between 45 and 90 minutes and documentation of the meeting. We do not lock clients into an ongoing service arrangement where annual fees are charged regardless of the level of service provided that year. Some clients will require advice multiple times in a single year whereas others require it every few years or some only once in their lifetime- perhaps at a key stage such as retirement or receipt of an inheritance.