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What do I need to bring to my first appointment?

Ideally as much information about your current situation as you can easily find. However the most important thing is to consider what your future goals and objectives are.


I don’t have a lot of money to invest, do I need to see a financial adviser?

Yes, with our strategic approach to financial advice there are many areas we can supply guidance to help you achieve your goals and objectives.


Will there be a fee for our first appointment?

No, there is no fee for the initial consultation.


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