Our kick-off consultation

First things first, we have to get to know a little bit more about you……..and no, we won’t be asking what your favourite party trick is or whether you sleep with a stuffed animal!

The first step is to get a good understanding of what you want to achieve (short and long term) as well as to explain more about what we do and answer any questions you may have.

After all, you need to know whether we can actually get you the results you’re after! 

You can call us when you’re free or if you prefer, we can arrange to call you either during business hours or once you’ve “knocked off”, whichever suits. Yes, we do appreciate your time is valuable.

What next?

After we’ve had the initial kick off chat and we feel we can be of help, we like you to provide us more details of your personal and financial situation via our secure Kick-off form.

Our super talented finance team then start assessing all your information to work out whether we can actually be of help to you.

We’ll then get back in touch to discuss the outcome as well as to recommend next steps.

Oh and just so you know, we don’t take anything on unless we’re super confident we can get you the results you’re after!

Feeling daunted about where to start? Let us help you…

Loop in now