Intro Meeting

Service Description

Your financial journey starts with a clear conversation. Our initial meeting is completely free of charge and designed to help you explore how independent financial advice could support your goals. In this no-obligation session, we’ll: Discuss your current financial situation and future objectives Identify key priorities, such as retirement, investments, protection, or estate planning Introduce our approach and how we work as fully independent advisers Provide a clear overview of our services and transparent fee structure This meeting is about understanding your needs and ensuring we’re the right fit to work together. There’s no pressure — just a friendly, informative conversation tailored to you. Ready to take the first step? Book your complimentary consultation today.