Bankfoot Financial Services

At our initial meeting I will discuss with you the services we offer, provide you with a business card with all my contact details, a client agreement letter and full details of the fee structure. I will complete a fact find document which will provide me with your personal and financial details and your existing arrangements and more importantly we will discuss your needs and aspiration and what you need to achieve.

This meeting has no cost to you and has no obligation for you to proceed normally this meeting takes 15 minutes, if you are happy to proceed we will arrange another meeting.