Getting Started

If you would like to discuss any aspect of your finances, please give us a call and we can arrange a convenient appointment for a meeting, either here in our office in Redland or at your home  or office.

We do not charge for the first meeting which will involve finding out about you and your circumstances and, possibly, offering some general guidance.

During this meeting, we will outline the fees payable should you require further more detailed advice.  You can pay these fees to us by invoicing you on delivery of the advice or, in most circumstances, this can be deducted, from a solution arranged by us, by way of an agreed "adviser fee".