Come and talk to us, and you’ll find out. A good way to start is to fill in our online questionnaire and e-mail it back to us. If you prefer to use the post, you can download the form and print it out. Then we’ll get back to you with some outline recommendations, based on your particular circumstances and plans for the future. We do all this at no cost to you, and you’ve not committed yourself to anything.
The next step, if you like what you see, is a full financial planning report. Here we consider everything we’ve learnt about you and your move, and recommend how best to arrange your finances. You can use this report as your ‘bible’ before, during and after your relocation – and relax, knowing everything’s been properly thought through.
We charge a fee for compiling this report – or if you wish, we can include this fee with any commissions we receive from financial product providers for carrying out our recommendations. We always disclose this income, and agree any charges with you in advance.
Once you’re happy with our recommendations – and we’ll discuss them with you for as long as it takes – we put them into practice. This can involve a lot of form filling, and you’ll be glad to know we take care of all that for you.
Any questions so far?
Please call us on:
If you are in the UK: 01329 239111
If you are in France: 05 56 34 75 51