We pride ourselves on working with only a small number of clients who we're confident we can add value to. That's why we place so much emphasis on our 'getting to know each other' meeting. Many clients come to us with issues on pensions and investments, or want to make sense of their affairs. These initial meetings give you and us the time to make sense of your current plans.
For you, it's a chance to understand more about our approach to retirement and investment planning and the difference that we can make to your plans both before, and after, you retire. For us, it's the opportunity to understand more about your current situation, future aspirations and then decide if we're the best fit for you. You can then assess the value of our service having had a "test drive" and decide whether our ongoing fees represent value for money for you.
At this first session we will pull together your existing arrangements into a clear and consistent game plan. We'll explore what you want to achieve before repositioning your plans to create clarity and to maximise the lifestyle you really want to enjoy.
Simply complete the form below to book your free, no-obligation planning session. Alternatively, call us today on 01752 686725 (Plymouth), 01803 868725 (Totnes) or 01392 796435 (Exeter).
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