The world of professional advice is daunting. There is a lot of jargon, it can be expensive, and you need to give information to a stranger. Understandably, we get a lot of nervous people on the other end of the phone (or video call).
You may have friends and family who have used professional advice and you know that it is something you could benefit from.
Some of the typical opening lines we hear:
“Umm, hello? I got a scary letter from HMRC.”
“My financial position has changed recently and I’m not sure what to do.”
“I was speaking to a friend and I think I’ve been doing something wrong for a few years.”
After a few minutes of back and forth, the picture usually starts to become quite clear. Things can be eliminated and others clarified.
We try to put ourselves into the shoes of the person on the call. The big three questions on the person's mind need to be addressed:
We will not pretend that we can always answer those big three in the first call, there will be some things that need to be clarified. After that call, you will get a summary email of the discussion and a price quote.
We hope that your first flurry into our world is not nearly as daunting as you thought it would be, and it becomes a lifelong habit. For some people, it is the best financial decision they could ever make.