Please follow the following steps to ensure you get the best out of our meeting.
- Make a clear note of what you want out of the meeting.
- Make notes about your personal goals. The best way to look at it is to assess where you are today and where you would like to be in five years.
- Please bring any evidence that would substantiate the above, including but not exclusively accounts, deeds, wills, etc.
- Please clearly state the urgency of the matter.
- You should bring with you documentary evidence to establish your identity. A passport photograph and two proofs of address are necessary.
- Any other information that would be helpful
- Finally, please send this to us before the meeting, giving us enough time to familiarise ourselves with the content.
We look forward to seeing you.