initial meeting with your adviser

The first meeting that we hold with you is free of charge, and is a useful way of finding out about each other and whether we are happy to establish a working relationship together. We would usually take this opportunity to talk about your existing position, your goals and objectives for the future, and the parameters around which we will help to get you there. This will include running through the forms we sent to you in the Pre-Meeting Pack. We would also welcome any questions you may like to ask us about our Company’s processes, our experience and qualifications, and the ways in which we are remunerated.

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