Where do we start? At the beginning of course. We meet our clients in an initial discovery meeting where we discuss what your financial objectives are, whether that be that you are you looking to buy a house, protecting your family or business, or re-mortgage an existing property. In most circumstances we host this meeting at our expense.
During this meeting we carry out a fact-finding process where we will establish what your life goals and time horizons are, as well as understand your personal and work situation, which then provide us with the information we need to go away, research and build your advice proposition using our experience and knowledge of the numerous financial solutions that exist.
During this meeting we carry out a fact-finding process where we will establish what your life goals and time horizons are, as well as understand your personal and work situation, which then provide us with the information we need to go away, research and build your advice proposition using our experience and knowledge of the numerous financial solutions that exist.
Services
We offer a market based approach to financial advice and we are normally paid through commission from the lender or provider to cover our costs, however we charge fees if necessary or you would prefer. We also offer a referral based advice process covering business and commercial lending through our Network, Sesame, one of the UKs largest adviser networks meaning you can rest easy you are in safe hands.
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