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What to expect

To ensure you receive the quality advice and
professional service you deserve,
we follow a two-stage process.

What to expect

To ensure you receive the quality advice and professional service you deserve, we follow a two-stage process.

Step 1:

A free consultation to understand exactly what you need, and to let you know what any further financial advice will cost if you choose to go ahead.

Step 2:

An in-depth review of the options available to you, personal recommendations, and help with any applications that need to be made on your behalf.

What’s involved in the first meeting?

Melanie, Director of The Money Guardian explains:

What’s involved in the first meeting?

“It’s important for you to work with an advisor that you feel comfortable with and trust, so this meeting gives us a chance to get to know each other and allows me to understand your personal goals and needs before I offer any advice. I’ll tell you more about the areas that I can help you with, and let you know what this will cost before you commit to going any further. You can find a guide to pricing for each area of business here.

It is helpful to prepare for this meeting and I will let you know beforehand what information to have ready. As a guide, I’ll ask you about your employment, income, family and financial situation, as well as your goals and fears for the future. I’m here to support you and not to judge, so you can be honest about your circumstances and know that I’ll do my best to help”.

What happens next?

“Once I have all the necessary information, I will review the options that are currently available to you. I’ll then call or meet with you to discuss my recommendations. If you’re happy to continue, I’ll negotiate with any relevant providers on your behalf and help you through any applications that need to be made, to ensure you get the best and quickest outcome possible”

Like to arrange a meeting?

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“Melanie was so accommodating to my busy work schedule appreciating that often leaving a voicemail, text or email was the best way to contact me & often taking my returning calls outside working hours”.

Grace, Accountant, Maidenhead

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