We have spent the last few months putting together a Welcome Book.
Over the years many of our wonderful clients and friends have mentioned to me that they have suggested to one of their friends or colleagues, who is facing an important financial decision, that they contact me. As you all know, we offer our first meeting at our expense, just to establish whether we can help someone. But too often we never hear from the prospective client!
As we now only take on new clients who are referred to us by their accountant, solicitor or friends who are existing clients of ours, we thought we would develop a Welcome Book which would explain to prospective clients who we are, what we are about and why we are passionate about financial life planning.
We are really chuffed with the result and if anyone would like a copy for themselves, or to pass on, let us know.