How we work
After your initial contact with us we will arrange a meeting with you. Depending on your location, this can be either at your premises or at our Glasgow city centre consulting suite.
We will discuss your existing financial situation with you and reach a preliminary assessment of your likely needs. You will need to set aside some time to talk to us - we would normally expect this first meeting to be about one hour. We will not charge you for the first consultation because we need to explore together the areas in which you may require advice before reaching a mutual agreement to work together.
When you give us your further instructions we will ask you to provide information to enable a detailed review and analysis based on your current position and taking into account your specific attitudes, plans and objectives. We will apply our expertise and experience supported by current technology to prepare our recommended course of action and select possible solutions for further discussion. You will receive professional advice about where your financial arrangements are already strong and where improvements could be considered. You will also have our help in your decision on the provision you need to make and the order of priority in dealing with your financial planning - Our recommended solutions will be sensibly balanced in relation to your current position and future expectations.
We can in many instances suggest arrangements which clients may be unable to source or put into action without professional advice. All of our proposals will be fully explained to you and you will be given detailed information on the costs involved.
