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We make our decisions based on
creating the highest quality
experiences and the greatest client
service for a select and finite
community of 87 clients. |
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1 |
We’ll conduct your initial
Financial Road Map® meeting
at no financial cost to you. |
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2 |
If for any reason working with us is
not a good ‘fit’ for you, you may
keep your
Financial Road Map® to
either use when working with another
adviser or to use if you want to do
things on your own. |
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3 |
If we feel that there are things
that are likely to prevent you
implementing your strategy once you
have it, we’ll offer to return 100%
of any
payment*
you make immediately before we
start work and instead schedule a
time which is better for you. |
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* Individual
Fees are quoted formally before any
chargeable work is carried out.
(We are committed to our internal
quality standards, to the Financial
Services Authority code of conduct
and of course we legally and
responsibly carry Professional
Indemnity Insurance for your comfort
and peace of mind). |
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