Our fully qualified IFA can visit you at a time and place to suit you. At this meeting, which we like to call our discovery meeting, we will obtain a full picture of your financial circumstances, goals and objectives. We will then produce you a report confirming your circumstances and what if anything to change to acheive your goals. If you don't like what we say, we shake hands and walk away.
Do you want to see if you could reduce your current mortgage outlay or are you moving home?