Following an initial discussion we shall arrange an initial meeting with you. There will be no charge for any initial meeting.

We’ll only start work once we have agreed our services and charges with you. We’ll give you a copy of our Client Agreement and Client Services Brochure which will set out the services we have agreed to provide and confirm how much this will cost.

Please then refer to our Financial Review Process »section which explains the steps we will take in providing you with any advice.

We may subsequently agree to provide an ongoing service to you and we would refer you to the Ongoing Services section » for more details.

THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE TAX ADVICE, TRUSTS OR WILLS.