Frequently Asked Questions (FAQs)
Here are some questions frequently asked by our clients:
1. How much do you charge for a meeting?
We do not charge for the first meeting. Only when we have assessed your financial situation will we know whether we can help you and only then will we agree a fee with you.
2. How should I prepare for the first meeting?
We recommend that you have information about your assets, liabilities, income and expenditure. Most clients find it useful to meet at their homes where they have access to all the documents they need.
3. Do you make home visits?
Absolutely; most of our clients prefer home visits as this is where they are most comfortable and have access to their financial records. We are also happy to meet at our offices or your business premises.
4. How far will you travel?
Although we are based in Birmingham we have clients all over the UK.