Our Service to You

Initial Meeting
The first half an hour of the initial meeting with you is free of charge. During this period we will discuss your financial requirements and decide how you are to pay for our services.

Fees
Should you elect to become a fee based client, we undertake to send you a written estimate of the cost of our work within five working days of the initial appointment.

Initial Report
After our initial meeting, we will provide you with an initial report within ten working days.

Interim Report
Occasionally, our initial report may be delayed should we seek additional information. You will however be notified of this and receive an interim report within the ten working days specified.

Telephone Calls
If your adviser is unable to take your call, it will be dealt with within 24 hours.

Email
Any email received in this office will receive a reply within 24 hours.

Written Communication
We will undertake to reply to any other written communication within 48 hours.

Holidays and Illness
Should your adviser be away and you agree, your case will be assigned to an equally qualified adviser to deal with until he or she returns.

Financial Reviews
We will undertake financial reviews quarterly, half yearly or annually depending on the level of service agreed with you.

Personal Documents
Any personal documents left with us will be treated with complete confidentiality and will be kept securely.