A FREE Consultation, without
obligation
At times it can prove
difficult to establish your true financial needs. You may want an expert
to consider whether or not your finances are in order or to point out if
you need to take some action.
Click here for
your
FREE Initial
Consultation Voucher!!
We offer a free consultation, of up to half an hour in length, to
consider your personal circumstances. Our consultation offer is made
without any obligation upon you.
Brian Vallely is available to meet in person, or if you would prefer it
is possible to hold a consultation over the telephone.
What to bring with you to your Initial
Consultation
List of Investments/Plans, etc
It is a good idea to bring in a list of any investments, etc you
may already have. This will allow us to paint a true picture of
where you actually stand so that we can analyse your needs and determine
what changes, if any, could be made.
Personal Identification
Due
to Money Laundering regulations we are required to take a copy of two
forms of ID for all clients - One to confirm who you are and one to
confirm your address. You could use any of the following items:
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