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We offer a complimentary initial consultation to understand your needs and explain how we can help. Ongoing financial planning services are tailored to your requirements, and we'll discuss our fee structure during your consultation.

Please bring any relevant financial documents such as bank statements, investment accounts, pension information, insurance policies, and details of any debts. Don't worry if you don't have everything - we can work with what you have and guide you on what else might be helpful.

Yes, we serve clients throughout the European Union. Many of our consultations can be conducted remotely via video conferencing, making our services accessible regardless of your location within the EU.

The timeline depends on the complexity of your situation. A basic financial plan typically takes 2-4 weeks to complete, whilst more comprehensive plans involving multiple goals and complex financial situations may take 4-6 weeks. We'll provide a clear timeline during your initial consultation.