Enquiries

An initial conversation, and nothing more than that

Around forty-five minutes. No documents, no account details, no obligation on either side.

Fig. 07. Meetings are held by appointment, in person or by video.

What happens next

01We reply and suggest a time, usually within a few working days.
02We talk for about forty-five minutes about the company, the household and what has prompted the question.
03If the work would be useful, we set out scope and fees in writing. If it would not, we say so.

Information we do not ask for

Account numbers, login credentials, tax or national identification numbers, portfolio or bank statements, and tax returns are never requested through this website. If an engagement proceeds, any information genuinely required is collected securely under a written agreement.

Making an enquiry does not create an advisory, fiduciary or client relationship, and nothing exchanged before a written engagement constitutes advice. See important information and privacy.