Claim your free consultation with an independent financial adviser ...

Your free consultation is simply an opportunity to for you to guage if you want to work with us and confirm that we can help you.

Why do we offer a free consultation?

First, a free consultation provides you with an opportunity to try financial advice without worrying about any potential charges. People are sometimes hesitant to contact professional advisers because they mistakenly think they'll be charged a fee for everything. Your initial consultation is free of charge and without obligation.

Second, a free consultation gives you a good opportunity to understand your basic financial options.

Third, you get the chance to understand how our service can help you and know precisely what any costs may be. In other words, it helps you to be clear about the benefits of financial advice and whether you want to use our services.

What can you expect?

Your complimentary consultation can last up to one hour and be conducted over the phone or in person, whichever is most convenient for you.

• No obligation. This is a complimentary consultation so there is no cost or obligation to proceed any further.
• Friendly and informal. There is no set agenda so you can ask questions on any financial subject. The adviser will simply start by asking how we can help you.
• No pressure. There are no documents to be signed and absolutely no pressure to take things further at any time.

After the consultation you can either arrange your first advice session or take more time to think about it. You are under no obligation to proceed any further.

Preparing for your consultation

Whether you are meeting an adviser in person or over the phone, the only preparation required is simply to have any relevant documents to hand and an idea of the questions or topics you would like to discuss.

Please note that a free consultation will not involve an in-depth analysis of your finances and won't result in any specific or personal recommendations.

How to book your free consultation

You are very welcome to visit us here at our offices to discuss your needs or if you prefer we can visit you at your premises if located in the Sheffield or Chesterfield area. Outside of these local areas we suggest a telephone or email consultation.

To arrange your complimentary session with an independent financial adviser, please call 01246 414413 during normal office hours or complete the short form below.

Six step advice process >>