About the 30 minute review

 

Whether you are looking for a specific service or you would like full personal financial planning, we are here to help.  We use fully independent advisors that use the leading and most reputable financial institutions in the world, enabling them to offer you a variety of solutions that will best suit your circumstances.

We are here to make life easier for you, not every meeting has to be in person for the first time, why not a confidential online call face-to-face. Its easy, simple and convienient.

What you can expect in your 30 Minute Review:

  • An introduction to your dedicated advisor.
  • You will know with in the 30 minutes how your adviser can help you.
  • You will have a picture of your short and long term financial goals.
  • Arrange to complete a confidential Client Fact Find.
  • Your advisor will also prepare for you a financial review document.

After your initial 30 Minute Review and providing you are happy with the service you have received, your advisor will continue to guide and help you implement the recommendations should you wish to, remember there are no obligations to take any of the advisors recommendations, but they will do their best to make sure that you fully understand process and why the recommendations have been made and why they would be best suited for you.

In some case’s calls may last more than 30 minutes. If wish to talk to your advisor about other topics or if your circumstances show to be more complex its not a problem, you can either carry on with the call if you both have time or rebook to continue the conversation.

Please click below to see our services.