First we will arrange a meeting with you, either at our offices in Maidenhead, at your office or at home where we will clarify your general financial situation and then establish your needs and requirements.

We will then provide a written report detailing our recommendations and the basis upon which our conclusions have been reached.

Normally, we arrange a further meeting to discuss our recommendations and when you are ready to proceed we complete the necessary paperwork for you in a professional manner.

Where advice is not required and you simply wish to arrange a specific policy or investment, we are often able to complete the arrangement, without a meeting, by telephone/post/e-mail subject to you signing any declaration that may be required.

• How we are paid
• Terms of business
• Key Facts