This is the easy part! Just take three simple steps…
STEP 1 – Contact us for your FREE initial session
A no-brainer? Maybe it is, but we understand that sometimes it’s hard to know what questions to ask – or who to ask! Don’t worry – we can guide you through a process which helps you to raise relevant questions. You DO have something on your mind right now – OTHERWISE YOU WOULDN’T BE READING THIS!
CONTACT US BY TELEPHONE 0845 076 5586 or EMAIL email@example.com
STEP 2 – Set some time aside
This also seems like a no-brainer, but when you set some time aside, we will set some of our time aside for you – ABSOLUTELY FREE!* You don’t know how we can help you (and we don’t know how we can help you) until we talk. A FREE* introductory session helps us to see if we could do business together. By the end of the session we will have an idea as to the areas in which you need to take action and how.
STEP 3 – Decide how (or if) you would like to proceed
You can walk away for FREE* after the initial session – no pressure and at no cost to you. You will either do nothing (no cost and walk away), or we provide a report detailing your present position. The report is yours to keep, so you can take action yourself, or through another firm. Alternatively, you can ask us to implement your plan for you. Costs are dependent upon the work involved and can vary widely, so you instruct us to carry out additional work for you knowing the fixed costs in advance.
WHAT HAPPENS NEXT?
When your plan is in place, you can contact us again any time for a review. We may agree that your plan should undergo regular reviews, which are paid by one-off fees or by joining one of our affordable client care packages.
* The Trust Creator meeting is genuinely completely free of charge. All other meetings are chargeable unless agreed otherwise