The first meeting will usually take an hour to two hours.
Yes, we will provide clear and transparent costs & fees through every step of the advice process.
We are independent and will recommend the necessary solution, which is not linked to a particular product or type of product, but based on best advice.
Yes, we start with online risk questionnaires, a Fact Find and Client Agreement. Advice is based on Suitability Letters or Exec Summary as well as investment Reports.
This is agreed between you and your adviser, but generally at least once and up to 4 times per year.