The first step is our Initial meeting, where we ask a lot of questions, and identify where we may be able to add value to your situation. If we all agree that we can help, and you want to progress to the next stage, we would detail a fixed fee for our initial advice, and any structural changes we would propose. In this meeting our aim is to understand:
- your personal circumstances
- your attitude towards risk
- your current financial position and resources
From there, we will apply our experience and expertise to develop a financial plan taking into consideration:
appropriate tax structures
Following the initial meeting, we will provide personal and tailored advice to suit your individual circumstances.