How we work

follow-up meeting

Our recommendations will be sent to you, and will normally be followed up by a second meeting (or in some cases, we can schedule a telephone meeting where appropriate). This will give you the opportunity to read through our proposals with your Adviser and ask questions on any areas which you may like to be explained or expanded upon in more detail. (In some cases, we may issue an initial report covering your current position, then our specific recommendations will be sent after the follow-up meeting).

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