About the Business
We offer a wide range of services to individuals, social enterprises, charities and private business. We operate on either a fee or adviser charge basis depending upon the requirements of our clients. Currently we provide advice on £90m - £100m of clients' assets. In order to give you the most appropriate advice, we need to understand your circumstances in some depth. To do this we will ask you to fill in our Financial Planning Questionnaire. Once this has been returned to us we will schedule an appointment with you so we can discuss your needs and objectives.
At this initial consultation we will normally discuss issues like your attitude to risk and your ethical concerns. It also offers us the chance to explain our services and discuss our charges. The appointment is free and you are under no obligation to proceed. We will confirm afterwards in writing how we can help you, the likely cost of our advice and what you need to do to proceed to the next stage.
Location & Hours
London
