Your first meeting is free of charge. It’s a conversation about you, your current situation, your needs, aims and priorities and how you feel about financial and money risk. Our adviser will explain how our financial planning and advice process works and how it might help you.
Virtually everyone gets some benefit from an initial meeting with one of our financial planning advisers. It may be in the form of general advice and tips or a simple, clearer explanation of the workings of your current financial arrangements and policies.
At the end of the initial meeting you can walk away without any obligation or cost.
If you feel that we can help you further then we will explain exactly what’s involved, agree the next steps and agree any costs with you.
Isaac Rees Wealth Management LLP
0800 970 0477
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For your information
Isaac Rees Wealth Management LLP is authorised and regulated by the Financial Conduct Authority (www.fca.org.uk).
FCA Registration No: 460368