Independent financial adviser to personal and corporate clients

Factfinding

Factfinding involves a meeting with an Investment Manager to agree the areas where you need our advice.

We don’t make a charge for this first meeting and it is an opportunity for you to decide whether or not you wish to use our services. We will explain how we can help you and the cost of our services for carrying out any work on your behalf. If you decide you want to proceed, we then will gather information from you about your current finances, your income and outgoings, and your plans for the future.

This is important because we need to make sure we fully understand all your circumstances before we make any recommendations that could help you increase your income, improve your tax position or boost your investment returns.