We understand that committing to the ‘full advice scenario’ is not for everyone
– and while you may not be ready now you may be keen to get something started or address some pre-existing items that have been lacking a little attention. The initial contact for Transactional Advice involves the Discovery and Delivery meetings – as described above – but we aim to look at a single strategy and tackle that on a step-by-step basis.
While sometimes starting is the hardest part and we cannot emphasise enough how important it is to take that first step and get some kind of strategy in place. We are firm believers in providing more holistic advice, however, we will always ensure that anything we do on a ‘transactional basis’ is flexible enough to enable you to take the next steps to ‘full advice’ if and when that is appropriate for you.