Consultation and Advice
Your free consultation is simply an opportunity for you to gauge if you want to work with us and confirm that we can help you.
Why do we offer a free consultation?
A free consultation gives us a good opportunity to understand your financial and trading level of expertise.
Secondly, you get the chance to understand how our service can help you. You will know precisely what any costs may be. In other words, it helps you to be clear about the benefits of our products and whether you want to use our services.
What can you expect?
Your complimentary consultation can last up to an hour and be conducted over the phone or in person, whichever is most convenient for you.
No obligation. This is a complimentary consultation so there is no cost or obligation to proceed any further.
Friendly and informal. There is no set agenda so you can ask questions on any financial subject. we will simply start by asking how we can help you.
No pressure. There are no documents to be signed and absolutely no pressure to take things further at any time.
Preparing for your consultation
Whether you are meeting us in person or over the phone, the only preparation required is simply to have any relevant documents to hand and an idea of the questions or topics you would like to discuss.
Please note that a free consultation will not involve an in-depth analysis of your finances and won't result in any specific or personal recommendations.
How to book your free consultation
You are very welcome to visit us here at our offices to discuss your needs.
To arrange your complimentary session with us, please call 0161 285 4488 during normal office hours or complete the short form below.
We look forward to working with you.