An initial meeting is at our expense and without obligation. It is an opportunity for you to see if you like us and for us to get to understand your situation and requirements.
Your adviser is supported by a highly qualified technical research team. Together they will discuss your situation and requirements to research and prepare detailed initial recommendations.
Your adviser will meet with you again to explain our initial recommendation and why we believe our advice is suitable for you and in your best interests.
You will meet again with your adviser after they have worked carefully with a paraplanner and the technical research team to formalise the advice and prepare a recommendation report.