Skip to main content

Toe in the water consultation

Having been involved with financial advice for over 25 years I know how difficult it can be to take the first step. You may think advice is complicated and expensive and you can make your own financial decisions without advice but you would be wrong.

I want to make it easy for you and so I am offering a free “toe in the water” online meeting so I can explain how I can help you and to answer any questions you might have.

Dip a toe in the water - to start doing something that you have not done before in a slow and careful way because you are not sure if you will like it or if it will be successful.

The online meeting can be via zoom (or other video conference system) or telephone if you prefer, and at a time to suit you.

The online meeting is free and without any obligation. However, it is important to understand that no formal regulatory advice will be given as this is purely an introductory meeting.

If you would like to find out more about what is involved if you take advice, please see my page A typical advice process”

Cookie Notice

We use cookies and other tracking technologies to improve your browsing experience on our website, to show you personalized content and targeted ads, to analyze our website traffic, and to understand where our visitors are coming from. By browsing our website, you consent to our use of cookies and other tracking technologies.

Back to top