Consultation

A conversation before anything else

The first meeting is a conversation, not a pitch. We will ask what the money is for, what you already hold, and what is worrying you. By the end you will know whether we can help, roughly what it would involve, and what it would cost.

• No charge, no obligation

  The first conversation is free and carries no commitment either way.

• Confidential

  What you share stays between us. We never ask for account credentials.

• Honest about fit

  If another firm — or no firm — suits you better, we will say so.