What to Expect at a First Meeting
Our intake process is structured, confidential, and designed to give you a clear picture of how we work before any commitment is made.
①Step 1 — Initial Enquiry
Send a brief message or call us directly. We will respond within one business day to agree a meeting time and send you a brief pre-meeting questionnaire covering your current asset picture, key concerns, and any existing advisory relationships. The questionnaire is entirely confidential.
②Step 2 — Diagnostic Meeting
A sixty-to-ninety-minute meeting with a named partner. We listen, ask structured questions about your capital, your family situation, and your risk concerns, and outline the approaches that appear most relevant. No proposal is presented at this stage — understanding comes first.
③Step 3 — Capital Protection Brief
If both parties wish to proceed, we prepare a draft Capital Protection Brief within three weeks. This document maps your identified risks, proposes a strategy architecture, and specifies fees transparently. You review it at your own pace, ask questions, and only sign when fully satisfied.